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Reilly Financial Advisors’s iShares US Healthcare Providers ETF IHF Stock Holding History

Reilly Financial Advisors’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
Q1 		– Sell
-1,000
Closed -$25K – 1229
2015
Q4 		$25K Buy
+1,000
New +$24.8K ﹤0.01% 537

Other funds holding IHF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Reilly Financial Advisors's IHF Position: Q1 2016 in Review

Reilly Financial Advisors sold out of iShares US Healthcare Providers ETF (IHF) in Q1 2016, closing a stake of 1,000 shares — an estimated $25K sold.

Reilly Financial Advisors first reported a position in IHF in Q4 2015 and held it in 1 quarter. The position peaked at $25K in Q4 2015. 103 funds tracked by Wall St. Rank hold IHF as of Q1 2016.

  • Reilly Financial Advisors reported no remaining iShares US Healthcare Providers ETF position as of Q1 2016 after selling out during the quarter.
  • Reilly Financial Advisors sold 1,000 iShares US Healthcare Providers ETF shares in Q1 2016, an estimated $25K.
  • Reilly Financial Advisors first reported a position in iShares US Healthcare Providers ETF in Q4 2015 and held it in 1 quarter.
  • Reilly Financial Advisors's iShares US Healthcare Providers ETF position peaked at $25K in Q4 2015.
  • 103 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q1 2016.

Based on Reilly Financial Advisors's 13F filing for Q1 2016, filed 20 Apr 2016.