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Plante Moran Financial Advisors’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Plante Moran Financial Advisors’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
2017
Q1 		– Sell
-495
Closed -$23K – 943
2016
Q4 		$23K Buy
+495
New +$23.5K 0.01% 461

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 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
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RTS
Round Table Services Westfield, New Jersey $508M AUM 16.36% 1-Year Est. Return
Royal Bank of Canada
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Plante Moran Financial Advisors's IHE Position: Q1 2017 in Review

Plante Moran Financial Advisors sold out of iShares US Pharmaceuticals ETF (IHE) in Q1 2017, closing a stake of 495 shares — an estimated $23K sold.

Plante Moran Financial Advisors first reported a position in IHE in Q4 2016 and held it in 1 quarter. The position peaked at $23K in Q4 2016. 97 funds tracked by Wall St. Rank hold IHE as of Q1 2017.

  • Plante Moran Financial Advisors reported no remaining iShares US Pharmaceuticals ETF position as of Q1 2017 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 495 iShares US Pharmaceuticals ETF shares in Q1 2017, an estimated $23K.
  • Plante Moran Financial Advisors first reported a position in iShares US Pharmaceuticals ETF in Q4 2016 and held it in 1 quarter.
  • Plante Moran Financial Advisors's iShares US Pharmaceuticals ETF position peaked at $23K in Q4 2016.
  • 97 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q1 2017.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2017, filed 1 May 2017.