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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AWA
ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
EAMA
EFG Asset Management (Americas) Miami, Florida $579M AUM 24.22% 1-Year Est. Return

L & S Advisors's IHE Position: Q1 2016 in Review

L & S Advisors sold out of iShares US Pharmaceuticals ETF (IHE) in Q1 2016, closing a stake of 7,932 shares — an estimated $428K sold.

L & S Advisors first reported a position in IHE in Q4 2013 and held it in 9 quarters. The position peaked at $861K in Q4 2013. 91 funds tracked by Wall St. Rank hold IHE as of Q1 2016.

  • L & S Advisors reported no remaining iShares US Pharmaceuticals ETF position as of Q1 2016 after selling out during the quarter.
  • L & S Advisors sold 7,932 iShares US Pharmaceuticals ETF shares in Q1 2016, an estimated $428K.
  • L & S Advisors first reported a position in iShares US Pharmaceuticals ETF in Q4 2013 and held it in 9 quarters.
  • L & S Advisors's iShares US Pharmaceuticals ETF position peaked at $861K in Q4 2013.
  • 91 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q1 2016.

Based on L & S Advisors's 13F filing for Q1 2016, filed 13 May 2016.