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Midwest Investment Management’s iShares US Medical Devices ETF IHI Stock Holding History

Midwest Investment Management’s Portfolio IHI Stock Details IHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-159,030
Closed -$2.46M – 59
2013
Q4 		$2.46M Sell
159,030
-10,020
-6% -$149K 1.83% 25
2013
Q3 		$2.39M Sell
169,050
-7,710
-4% -$106K 2% 19
2013
Q2 		$2.31M Buy
+176,760
New +$2.29M 2.35% 18

Other funds holding IHI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
SCM
Sandler Capital Management New York $201M AUM 84.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BCM
BTR Capital Management Oakland, California $641M AUM 9.05% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Midwest Investment Management's IHI Position: Q1 2014 in Review

Midwest Investment Management sold out of iShares US Medical Devices ETF (IHI) in Q1 2014, closing a stake of 159,030 shares — an estimated $2.46M sold.

Midwest Investment Management first reported a position in IHI in Q2 2013 and held it in 3 quarters. The position peaked at $2.46M in Q4 2013. 61 funds tracked by Wall St. Rank hold IHI as of Q1 2014.

  • Midwest Investment Management reported no remaining iShares US Medical Devices ETF position as of Q1 2014 after selling out during the quarter.
  • Midwest Investment Management sold 159,030 iShares US Medical Devices ETF shares in Q1 2014, an estimated $2.46M.
  • Midwest Investment Management first reported a position in iShares US Medical Devices ETF in Q2 2013 and held it in 3 quarters.
  • Midwest Investment Management's iShares US Medical Devices ETF position peaked at $2.46M in Q4 2013.
  • 61 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2014.

Based on Midwest Investment Management's 13F filing for Q1 2014, filed 14 May 2014.