Oak Point Wealth Management’s iShares US Healthcare Providers ETF IHF Stock Holding History

Oak Point Wealth Management’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
2018 Q1	$369K	Buy	+11,835	New	+$385K	0.38%	71

Other funds holding IHF

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

JFM

Jackson Financial Management Costa Mesa, California $194M AUM 21.54% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Delek Group Herzliya, Israel $2.59B AUM 1.24% 1-Year Est. Return

Oak Point Wealth Management's IHF Position: Q1 2018 in Review

Oak Point Wealth Management opened a new position in iShares US Healthcare Providers ETF (IHF) in Q1 2018: 11,835 shares worth $369K. The stake represents 0.38% of the portfolio and ranks #71 among its holdings.

107 funds tracked by Wall St. Rank hold IHF as of Q1 2018.

Oak Point Wealth Management held 11,835 shares of iShares US Healthcare Providers ETF worth $369K as of Q1 2018.
iShares US Healthcare Providers ETF was a new Oak Point Wealth Management position in Q1 2018.
iShares US Healthcare Providers ETF made up 0.38% of Oak Point Wealth Management's portfolio in Q1 2018, its #71 holding.
107 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.