Montecito Bank & Trust’s iShares US Healthcare Providers ETF IHF Stock Holding History

Montecito Bank & Trust’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	-9,890	Closed	-$327K	–	211
2018 Q4	$327K	Buy	9,890 +4,025	+69%	+$153K	0.11%	164
2018 Q3	$234K	Buy	+5,865	New	+$223K	0.07%	198

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

Montecito Bank & Trust's IHF Position: Q1 2019 in Review

Montecito Bank & Trust sold out of iShares US Healthcare Providers ETF (IHF) in Q1 2019, closing a stake of 9,890 shares — an estimated $327K sold.

Montecito Bank & Trust first reported a position in IHF in Q3 2018 and held it in 2 quarters. The position peaked at $327K in Q4 2018. 145 funds tracked by Wall St. Rank hold IHF as of Q1 2019.

Montecito Bank & Trust reported no remaining iShares US Healthcare Providers ETF position as of Q1 2019 after selling out during the quarter.
Montecito Bank & Trust sold 9,890 iShares US Healthcare Providers ETF shares in Q1 2019, an estimated $327K.
Montecito Bank & Trust first reported a position in iShares US Healthcare Providers ETF in Q3 2018 and held it in 2 quarters.
Montecito Bank & Trust's iShares US Healthcare Providers ETF position peaked at $327K in Q4 2018.
145 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q1 2019.

Based on Montecito Bank & Trust's 13F filing for Q1 2019, filed 5 Apr 2019.