Patriot Financial Group Insurance Agency’s iShares US Healthcare Providers ETF IHF Stock Holding History

Patriot Financial Group Insurance Agency’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
2019 Q4	–	Sell	-1,365	Closed	-$44K	–	1375
2019 Q3	$44K	Hold	1,365	–	–	0.02%	462
2019 Q2	$47K	Hold	1,365	–	–	0.02%	444
2019 Q1	$46K	Hold	1,365	–	–	0.02%	401
2018 Q4	$45K	Hold	1,365	–	–	0.03%	343
2018 Q3	$55K	Hold	1,365	–	–	0.03%	287
2018 Q2	$48K	Sell	1,365 -400	-23%	-$13.6K	0.05%	188
2018 Q1	$55K	Hold	1,765	–	–	0.04%	296
2017 Q4	$57K	Hold	1,765	–	–	0.04%	277
2017 Q3	$51K	Hold	1,765	–	–	0.05%	255
2017 Q2	$52K	Buy	1,765 +400	+29%	+$11.3K	0.05%	237
2017 Q1	$36K	Sell	1,365 -400	-23%	-$10.6K	0.04%	271
2016 Q4	$46K	Buy	+1,765	New	+$43.5K	0.06%	236

Other funds holding IHF

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

WBG

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JFM

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

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

Patriot Financial Group Insurance Agency's IHF Position: Q4 2019 in Review

Patriot Financial Group Insurance Agency sold out of iShares US Healthcare Providers ETF (IHF) in Q4 2019, closing a stake of 1,365 shares — an estimated $44K sold.

Patriot Financial Group Insurance Agency first reported a position in IHF in Q4 2016 and held it in 12 quarters. The position peaked at $57K in Q4 2017. 158 funds tracked by Wall St. Rank hold IHF as of Q4 2019.

Patriot Financial Group Insurance Agency reported no remaining iShares US Healthcare Providers ETF position as of Q4 2019 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 1,365 iShares US Healthcare Providers ETF shares in Q4 2019, an estimated $44K.
Patriot Financial Group Insurance Agency first reported a position in iShares US Healthcare Providers ETF in Q4 2016 and held it in 12 quarters.
Patriot Financial Group Insurance Agency's iShares US Healthcare Providers ETF position peaked at $57K in Q4 2017.
158 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q4 2019.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2019, filed 22 Jan 2020.