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

Pinnacle Advisory 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
2017
Q1 		– Sell
-23,310
Closed -$584K – 198
2016
Q4 		$584K Sell
23,310
-625
-3% -$15.4K 0.04% 95
2016
Q3 		$575K Hold
23,935
– – 0.05% 62
2016
Q2 		$609K Sell
23,935
-250
-1% -$6.26K 0.05% 62
2016
Q1 		$590K Sell
24,185
-10,125
-30% -$236K 0.06% 54
2015
Q4 		$853K Sell
34,310
-4,400
-11% -$109K 0.08% 40
2015
Q3 		$959K Buy
38,710
+16,025
+71% +$438K 0.1% 33
2015
Q2 		$648K Sell
22,685
-1,309,875
-98% -$35.5M 0.06% 47
2015
Q1 		$35.5M Sell
1,332,560
-80,630
-6% -$2.01M 3.17% 12
2014
Q4 		$33.5M Sell
1,413,190
-8,810
-0.6% -$198K 3.03% 12
2014
Q3 		$30.4M Buy
1,422,000
+2,575
+0.2% +$54.9K 3.89% 9
2014
Q2 		$29.2M Buy
1,419,425
+1,396,950
+6,216% +$27.6M 3.43% 11
2014
Q1 		$444K Hold
22,475
– – 0.04% 66
2013
Q4 		$419K Hold
22,475
– – 0.05% 58
2013
Q3 		$392K Hold
22,475
– – 0.05% 67
2013
Q2 		$378K Buy
+22,475
New +$363K 0.05% 56

Other funds holding IHF

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Pinnacle Advisory Group's IHF Position: Q1 2017 in Review

Pinnacle Advisory Group sold out of iShares US Healthcare Providers ETF (IHF) in Q1 2017, closing a stake of 23,310 shares — an estimated $584K sold.

Pinnacle Advisory Group first reported a position in IHF in Q2 2013 and held it in 15 quarters. The position peaked at $35.5M in Q1 2015. 95 funds tracked by Wall St. Rank hold IHF as of Q1 2017.

  • Pinnacle Advisory Group reported no remaining iShares US Healthcare Providers ETF position as of Q1 2017 after selling out during the quarter.
  • Pinnacle Advisory Group sold 23,310 iShares US Healthcare Providers ETF shares in Q1 2017, an estimated $584K.
  • Pinnacle Advisory Group first reported a position in iShares US Healthcare Providers ETF in Q2 2013 and held it in 15 quarters.
  • Pinnacle Advisory Group's iShares US Healthcare Providers ETF position peaked at $35.5M in Q1 2015.
  • 95 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q1 2017.

Based on Pinnacle Advisory Group's 13F filing for Q1 2017, filed 24 Apr 2017.