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Neville Rodie & Shaw’s iShares US Healthcare Providers ETF IHF Stock Holding History

Neville Rodie & Shaw’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
2016
Q1 		– Sell
-9,000
Closed -$224K – 261
2015
Q4 		$224K Sell
9,000
-3,600
-29% -$89.4K 0.03% 240
2015
Q3 		$312K Hold
12,600
– – 0.04% 211
2015
Q2 		$360K Buy
+12,600
New +$342K 0.04% 200

Other funds holding IHF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Neville Rodie & Shaw's IHF Position: Q1 2016 in Review

Neville Rodie & Shaw sold out of iShares US Healthcare Providers ETF (IHF) in Q1 2016, closing a stake of 9,000 shares — an estimated $224K sold.

Neville Rodie & Shaw first reported a position in IHF in Q2 2015 and held it in 3 quarters. The position peaked at $360K in Q2 2015. 103 funds tracked by Wall St. Rank hold IHF as of Q1 2016.

  • Neville Rodie & Shaw reported no remaining iShares US Healthcare Providers ETF position as of Q1 2016 after selling out during the quarter.
  • Neville Rodie & Shaw sold 9,000 iShares US Healthcare Providers ETF shares in Q1 2016, an estimated $224K.
  • Neville Rodie & Shaw first reported a position in iShares US Healthcare Providers ETF in Q2 2015 and held it in 3 quarters.
  • Neville Rodie & Shaw's iShares US Healthcare Providers ETF position peaked at $360K in Q2 2015.
  • 103 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q1 2016.

Based on Neville Rodie & Shaw's 13F filing for Q1 2016, filed 14 Apr 2016.