PFS Investments’s iShares US Medical Devices ETF IHI Stock Holding History

PFS Investments’s Portfolio IHI Stock Details IHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-636,342	Closed	-$24.1M	–	95
2018 Q3	$24.1M	Buy	636,342 +134,358	+27%	+$4.77M	1.68%	16
2018 Q2	$17.2M	Buy	+501,984	New	+$16.4M	1.46%	20

Other funds holding IHI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DCM

Discovery Capital Management South Norwalk, Connecticut $2.41B AUM 286.33% 1-Year Est. Return

PFS Investments's IHI Position: Q4 2018 in Review

PFS Investments sold out of iShares US Medical Devices ETF (IHI) in Q4 2018, closing a stake of 636,342 shares — an estimated $24.1M sold.

PFS Investments first reported a position in IHI in Q2 2018 and held it in 2 quarters. The position peaked at $24.1M in Q3 2018. 233 funds tracked by Wall St. Rank hold IHI as of Q4 2018.

PFS Investments reported no remaining iShares US Medical Devices ETF position as of Q4 2018 after selling out during the quarter.
PFS Investments sold 636,342 iShares US Medical Devices ETF shares in Q4 2018, an estimated $24.1M.
PFS Investments first reported a position in iShares US Medical Devices ETF in Q2 2018 and held it in 2 quarters.
PFS Investments's iShares US Medical Devices ETF position peaked at $24.1M in Q3 2018.
233 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2018.

Based on PFS Investments's 13F filing for Q4 2018, filed 22 Jan 2019.