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Pacific Sun Financial’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Pacific Sun Financial’s Portfolio IHE Stock Details IHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		$259K Hold
4,695
– – 0.27% 104
2018
Q1 		$231K Buy
+4,695
New +$241K 0.31% 100

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Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AWA
ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 1-Year Est. Return
MCM
Murphy Capital Management Bedminster, New Jersey $720M AUM 9.22% 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

Pacific Sun Financial's IHE Position: Q2 2018 in Review

Pacific Sun Financial held its iShares US Pharmaceuticals ETF (IHE) position steady in Q2 2018 at 4,695 shares worth $259K. The position accounts for 0.27% of the portfolio, ranked #104.

Pacific Sun Financial first reported a position in IHE in Q1 2018 and has held it in 2 quarters since. 95 funds tracked by Wall St. Rank hold IHE as of Q2 2018.

  • Pacific Sun Financial held 4,695 shares of iShares US Pharmaceuticals ETF worth $259K as of Q2 2018.
  • Pacific Sun Financial left its iShares US Pharmaceuticals ETF share count unchanged in Q2 2018.
  • iShares US Pharmaceuticals ETF made up 0.27% of Pacific Sun Financial's portfolio in Q2 2018, its #104 holding.
  • Pacific Sun Financial first reported a position in iShares US Pharmaceuticals ETF in Q1 2018 and has held it in 2 quarters since.
  • 95 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2018.

Based on Pacific Sun Financial's 13F filing for Q2 2018, filed 14 Aug 2018.