Lido Advisors’s iShares US Healthcare Providers ETF IHF Stock Holding History

Lido Advisors’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 Q1	–	Sell	-71,120	Closed	-$2.44M	–	531
2018 Q4	$2.44M	Sell	71,120 -190	-0.3%	-$7.2K	0.24%	65
2018 Q3	$2.85M	Buy	+71,310	New	+$2.71M	0.28%	58

Other funds holding IHF

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

JFM

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lido Advisors's IHF Position: Q1 2019 in Review

Lido Advisors sold out of iShares US Healthcare Providers ETF (IHF) in Q1 2019, closing a stake of 71,120 shares — an estimated $2.44M sold.

Lido Advisors first reported a position in IHF in Q3 2018 and held it in 2 quarters. The position peaked at $2.85M in Q3 2018. 145 funds tracked by Wall St. Rank hold IHF as of Q1 2019.

Lido Advisors reported no remaining iShares US Healthcare Providers ETF position as of Q1 2019 after selling out during the quarter.
Lido Advisors sold 71,120 iShares US Healthcare Providers ETF shares in Q1 2019, an estimated $2.44M.
Lido Advisors first reported a position in iShares US Healthcare Providers ETF in Q3 2018 and held it in 2 quarters.
Lido Advisors's iShares US Healthcare Providers ETF position peaked at $2.85M in Q3 2018.
145 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q1 2019.

Based on Lido Advisors's 13F filing for Q1 2019, filed 10 May 2019.