Ladenburg Thalmann Financial Services’s iShares US Healthcare Providers ETF IHF Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio IHF Stock Details IHF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$1.89M	Buy	47,955 +28,425	+146%	+$1.04M	0.01%	904
2019 Q3	$631K	Sell	19,530 -12,235	-39%	-$421K	﹤0.01%	1576
2019 Q2	$1.09M	Sell	31,765 -35,610	-53%	-$1.18M	0.01%	1170
2019 Q1	$2.26M	Buy	67,375 +23,890	+55%	+$832K	0.02%	725
2018 Q4	$1.44M	Sell	43,485 -31,020	-42%	-$1.18M	0.01%	842
2018 Q3	$2.98M	Buy	74,505 +60,410	+429%	+$2.29M	0.02%	568
2018 Q2	$445K	Hold	14,095	–	–	﹤0.01%	1644
2018 Q1	$445K	Sell	14,095 -13,675	-49%	-$445K	﹤0.01%	1644
2017 Q4	$871K	Buy	27,770 +11,705	+73%	+$352K	0.01%	1151
2017 Q3	$476K	Sell	16,065 -4,390	-21%	-$129K	0.01%	1508
2017 Q2	$602K	Buy	20,455 +3,240	+19%	+$91.1K	0.01%	1270
2017 Q1	$456K	Sell	17,215 -1,010	-6%	-$26.7K	0.01%	1367
2016 Q4	$459K	Sell	18,225 -26,135	-59%	-$644K	0.01%	1309
2016 Q3	$1.1M	Sell	44,360 -320	-0.7%	-$8.04K	0.02%	753
2016 Q2	$1.14M	Sell	44,680 -990	-2%	-$24.8K	0.02%	703
2016 Q1	$1.11M	Sell	45,670 -695	-1%	-$16.2K	0.02%	655
2015 Q4	$1.15M	Sell	46,365 -67,580	-59%	-$1.68M	0.02%	626
2015 Q3	$2.83M	Buy	113,945 +87,795	+336%	+$2.4M	0.06%	305
2015 Q2	$745K	Buy	26,150 +13,885	+113%	+$377K	0.01%	855
2015 Q1	$322K	Buy	12,265 +2,195	+22%	+$54.8K	0.01%	1272
2014 Q4	$236K	Buy	10,070 +5,165	+105%	+$116K	0.01%	1311
2014 Q3	$105K	Buy	4,905 +185	+4%	+$3.94K	﹤0.01%	1577
2014 Q2	$97K	Hold	4,720	–	–	﹤0.01%	1629
2014 Q1	$93K	Sell	4,720 -29,920	-86%	-$567K	﹤0.01%	1549
2013 Q4	$780K	Buy	34,640 +29,920	+634%	+$540K	0.02%	535
2013 Q3	$82K	Buy	4,720 +20	+0.4%	+$349	﹤0.01%	1501
2013 Q2	$79K	Buy	+4,700	New	+$75.9K	﹤0.01%	1433

Other funds holding IHF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 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

JFM

Jackson Financial Management Costa Mesa, California $194M AUM 21.54% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ladenburg Thalmann Financial Services's IHF Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its iShares US Healthcare Providers ETF (IHF) stake by 146% in Q4 2019, buying an estimated $1.04M and bringing the position to 47,955 shares worth $1.89M. The position accounts for 0.01% of the portfolio, ranked #904.

Ladenburg Thalmann Financial Services first reported a position in IHF in Q2 2013 and has held it in 27 quarters since. The position peaked at $2.98M in Q3 2018. 158 funds tracked by Wall St. Rank hold IHF as of Q4 2019.

Ladenburg Thalmann Financial Services held 47,955 shares of iShares US Healthcare Providers ETF worth $1.89M as of Q4 2019.
Ladenburg Thalmann Financial Services bought 28,425 iShares US Healthcare Providers ETF shares in Q4 2019, an estimated $1.04M.
iShares US Healthcare Providers ETF made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #904 holding.
Ladenburg Thalmann Financial Services first reported a position in iShares US Healthcare Providers ETF in Q2 2013 and has held it in 27 quarters since.
Ladenburg Thalmann Financial Services's iShares US Healthcare Providers ETF position peaked at $2.98M in Q3 2018.
158 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.