MSI Financial Services’s iShares US Medical Devices ETF IHI Stock Holding History

MSI Financial Services’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
2016 Q4	$1.16M	Buy	52,170 +8,058	+18%	+$183K	0.04%	400
2016 Q3	$1.07M	Buy	44,112 +4,038	+10%	+$96.1K	0.04%	403
2016 Q2	$905K	Buy	40,074 +10,728	+37%	+$232K	0.03%	432
2016 Q1	$599K	Buy	29,346 +11,070	+61%	+$215K	0.03%	538
2015 Q4	$373K	Buy	18,276 +3,990	+28%	+$79.8K	0.02%	665
2015 Q3	$265K	Buy	14,286 +1,596	+13%	+$32.1K	0.02%	562
2015 Q2	$253K	Sell	12,690 -1,410	-10%	-$28.2K	0.02%	645
2015 Q1	$283K	Buy	14,100 +12,558	+814%	+$245K	0.02%	622
2014 Q4	$29K	Buy	1,542 +1,206	+359%	+$21.8K	﹤0.01%	1346
2014 Q3	$6K	Hold	336	–	–	﹤0.01%	2044
2014 Q2	$6K	Buy	336 +330	+5,500%	+$5.4K	﹤0.01%	2004
2014 Q1	$0	Hold	6	–	–	﹤0.01%	2569
2013 Q4	$0	Hold	6	–	–	﹤0.01%	2535
2013 Q3	$0	Hold	6	–	–	﹤0.01%	2331
2013 Q2	$0	Buy	+6	New	+$78	﹤0.01%	2391

Other funds holding IHI

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

MSI Financial Services's IHI Position: Q4 2016 in Review

MSI Financial Services increased its iShares US Medical Devices ETF (IHI) stake by 18% in Q4 2016, buying an estimated $183K and bringing the position to 52,170 shares worth $1.16M. The position accounts for 0.04% of the portfolio, ranked #400.

MSI Financial Services first reported a position in IHI in Q2 2013 and has held it in 15 quarters since. 109 funds tracked by Wall St. Rank hold IHI as of Q4 2016.

MSI Financial Services held 52,170 shares of iShares US Medical Devices ETF worth $1.16M as of Q4 2016.
MSI Financial Services bought 8,058 iShares US Medical Devices ETF shares in Q4 2016, an estimated $183K.
iShares US Medical Devices ETF made up 0.04% of MSI Financial Services's portfolio in Q4 2016, its #400 holding.
MSI Financial Services first reported a position in iShares US Medical Devices ETF in Q2 2013 and has held it in 15 quarters since.
109 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.