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

Patten 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
2016
Q4 		– Sell
-250
Closed -$6.02K – 627
2016
Q3 		$6.02K Hold
250
– – ﹤0.01% 518
2016
Q2 		$6.37K Hold
250
– – ﹤0.01% 494
2016
Q1 		$6.1K Hold
250
– – ﹤0.01% 519
2015
Q4 		$6.22K Hold
250
– – ﹤0.01% 541
2015
Q3 		$6.19K Hold
250
– – ﹤0.01% 478
2015
Q2 		$7.15K Buy
+250
New +$6.78K ﹤0.01% 474
2015
Q1 		– Sell
-250
Closed -$6K – 201
2014
Q4 		$6K Buy
+250
New +$5.63K ﹤0.01% 244

Other funds holding IHF

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Patten Group's IHF Position: Q4 2016 in Review

Patten Group sold out of iShares US Healthcare Providers ETF (IHF) in Q4 2016, closing a stake of 250 shares — an estimated $6.02K sold.

Patten Group first reported a position in IHF in Q4 2014 and held it in 7 quarters. The position peaked at $7.15K in Q2 2015. 89 funds tracked by Wall St. Rank hold IHF as of Q4 2016.

  • Patten Group reported no remaining iShares US Healthcare Providers ETF position as of Q4 2016 after selling out during the quarter.
  • Patten Group sold 250 iShares US Healthcare Providers ETF shares in Q4 2016, an estimated $6.02K.
  • Patten Group first reported a position in iShares US Healthcare Providers ETF in Q4 2014 and held it in 7 quarters.
  • Patten Group's iShares US Healthcare Providers ETF position peaked at $7.15K in Q2 2015.
  • 89 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q4 2016.

Based on Patten Group's 13F filing for Q4 2016, filed 10 Feb 2017.