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Meridian Wealth Management’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Meridian Wealth Management’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
2019
Q3 		– Sell
-1,812
Closed -$91K – 325
2019
Q2 		$91K Buy
+1,812
New +$89.6K 0.04% 287

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Brown Advisory
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RCYC
Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return
MCM
Murphy Capital Management Bedminster, New Jersey $720M AUM 9.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SCP
Syntal Capital Partners Midland, Texas $10M AUM 35.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Meridian Wealth Management's IHE Position: Q3 2019 in Review

Meridian Wealth Management sold out of iShares US Pharmaceuticals ETF (IHE) in Q3 2019, closing a stake of 1,812 shares — an estimated $91K sold.

Meridian Wealth Management first reported a position in IHE in Q2 2019 and held it in 1 quarter. The position peaked at $91K in Q2 2019. 82 funds tracked by Wall St. Rank hold IHE as of Q3 2019.

  • Meridian Wealth Management reported no remaining iShares US Pharmaceuticals ETF position as of Q3 2019 after selling out during the quarter.
  • Meridian Wealth Management sold 1,812 iShares US Pharmaceuticals ETF shares in Q3 2019, an estimated $91K.
  • Meridian Wealth Management first reported a position in iShares US Pharmaceuticals ETF in Q2 2019 and held it in 1 quarter.
  • Meridian Wealth Management's iShares US Pharmaceuticals ETF position peaked at $91K in Q2 2019.
  • 82 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q3 2019.

Based on Meridian Wealth Management's 13F filing for Q3 2019, filed 8 Nov 2019.