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LSA
L & S Advisors’s
iShares US Pharmaceuticals ETF
IHE
Stock Holding History
L & S Advisors’s Portfolio
IHE Stock Details
IHE Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2016
Q1
–
Sell
-7,932
Closed
-$428K
–
89
2015
Q4
$428K
Sell
7,932
-1,095
-12%
-$57.6K
0.11%
70
2015
Q3
$445K
Buy
9,027
+810
+10%
+$46.4K
0.13%
68
2015
Q2
$479K
Sell
8,217
-930
-10%
-$54.3K
0.12%
77
2015
Q1
$526K
Sell
9,147
-1,083
-11%
-$59.2K
0.14%
81
2014
Q4
$516K
Sell
10,230
-60
-0.6%
-$2.92K
0.16%
71
2014
Q3
$481K
Buy
10,290
+51
+0.5%
+$2.3K
0.24%
34
2014
Q2
$461K
Sell
10,239
-9,918
-49%
-$427K
0.18%
60
2014
Q1
$851K
Sell
20,157
-1,716
-8%
-$71.9K
0.45%
47
2013
Q4
$861K
Buy
+21,873
New
+$821K
0.31%
52
Other funds holding IHE
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$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
AWA
ARS Wealth Advisors
St. Petersburg, Florida
$556M AUM
30.03%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
Brown Advisory
Baltimore, Maryland
$60.9B AUM
15.24%
1-Year Est. Return
SFI
SPC Financial Inc
Rockville, Maryland
$1.28B AUM
12.6%
1-Year Est. Return
ST
Spinnaker Trust
Portland, Maine
$1.81B AUM
17.83%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$570B AUM
27.57%
1-Year Est. Return
EAMA
EFG Asset Management (Americas)
Miami, Florida
$579M AUM
24.22%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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