LPL Financial
HCRF

LPL Financial’s iShares Edge MSCI Multifactor Healthcare ETF HCRF Stock Holding History

LPL Financial’s Portfolio HCRF Stock Details HCRF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-19,248
Closed -$637K – 3391
2018
Q2 		$637K Buy
19,248
+5,270
+38% +$171K ﹤0.01% 1983
2018
Q1 		$437K Buy
13,978
+760
+6% +$24.9K ﹤0.01% 2279
2017
Q4 		$418K Buy
13,218
+920
+7% +$28.8K ﹤0.01% 2210
2017
Q3 		$372K Buy
12,298
+750
+6% +$22.5K ﹤0.01% 2180
2017
Q2 		$346K Buy
11,548
+310
+3% +$8.84K ﹤0.01% 2167
2017
Q1 		$308K Buy
11,238
+3,188
+40% +$85.1K ﹤0.01% 2177
2016
Q4 		$204K Buy
+8,050
New +$204K ﹤0.01% 2473

LPL Financial's HCRF Position: Q3 2018 in Review

LPL Financial sold out of iShares Edge MSCI Multifactor Healthcare ETF (HCRF) in Q3 2018, closing a stake of 19,248 shares — an estimated $637K sold.

LPL Financial first reported a position in HCRF in Q4 2016 and held it in 7 quarters. The position peaked at $637K in Q2 2018. 0 funds tracked by Wall St. Rank hold HCRF as of Q3 2018.

  • LPL Financial reported no remaining iShares Edge MSCI Multifactor Healthcare ETF position as of Q3 2018 after selling out during the quarter.
  • LPL Financial sold 19,248 iShares Edge MSCI Multifactor Healthcare ETF shares in Q3 2018, an estimated $637K.
  • LPL Financial first reported a position in iShares Edge MSCI Multifactor Healthcare ETF in Q4 2016 and held it in 7 quarters.
  • LPL Financial's iShares Edge MSCI Multifactor Healthcare ETF position peaked at $637K in Q2 2018.
  • 0 funds tracked by Wall St. Rank held iShares Edge MSCI Multifactor Healthcare ETF as of Q3 2018.

Based on LPL Financial's 13F filing for Q3 2018, filed 14 Nov 2018.