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Pacific Financial Group’s iShares US Healthcare Providers ETF IHF Stock Holding History

Pacific Financial Group’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
2015
Q4 		$554K Sell
22,290
-425
-2% -$10.6K 1.03% 30
2015
Q3 		$563K Buy
22,715
+1,235
+6% +$33.7K 0.74% 37
2015
Q2 		$614K Buy
+21,480
New +$583K 0.7% 32

Other funds holding IHF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Pacific Financial Group's IHF Position: Q4 2015 in Review

Pacific Financial Group reduced its iShares US Healthcare Providers ETF (IHF) stake by 1.9% in Q4 2015, selling an estimated $10.6K and leaving 22,290 shares worth $554K. The position accounts for 1.03% of the portfolio, ranked #30.

Pacific Financial Group first reported a position in IHF in Q2 2015 and has held it in 3 quarters since. The position peaked at $614K in Q2 2015. 102 funds tracked by Wall St. Rank hold IHF as of Q4 2015.

  • Pacific Financial Group held 22,290 shares of iShares US Healthcare Providers ETF worth $554K as of Q4 2015.
  • Pacific Financial Group sold 425 iShares US Healthcare Providers ETF shares in Q4 2015, an estimated $10.6K.
  • iShares US Healthcare Providers ETF made up 1.03% of Pacific Financial Group's portfolio in Q4 2015, its #30 holding.
  • Pacific Financial Group first reported a position in iShares US Healthcare Providers ETF in Q2 2015 and has held it in 3 quarters since.
  • Pacific Financial Group's iShares US Healthcare Providers ETF position peaked at $614K in Q2 2015.
  • 102 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q4 2015.

Based on Pacific Financial Group's 13F filing for Q4 2015, filed 22 Jan 2016.