PAS
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Partnervest Advisory Services’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Partnervest Advisory Services’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
2015
Q4 		– Sell
-4,524
Closed -$223K – 186
2015
Q3 		$223K Sell
4,524
-6,192
-58% -$355K 0.13% 143
2015
Q2 		$624K Sell
10,716
-342
-3% -$20K 0.31% 53
2015
Q1 		$636K Sell
11,058
-156
-1% -$8.53K 0.33% 52
2014
Q4 		$566K Buy
11,214
+420
+4% +$20.5K 0.27% 67
2014
Q3 		$505K Sell
10,794
-150
-1% -$6.77K 0.26% 68
2014
Q2 		$493K Buy
10,944
+4,629
+73% +$199K 0.22% 67
2014
Q1 		$267K Buy
6,315
+1,860
+42% +$78K 0.12% 120
2013
Q4 		$175K Sell
4,455
-75
-2% -$2.81K 0.08% 158
2013
Q3 		$161K Buy
4,530
+1,710
+61% +$60.2K 0.08% 142
2013
Q2 		$94K Buy
+2,820
New +$93.7K 0.04% 164

Other funds holding IHE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AWA
ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return