Robert N. Shapiro’s iShares US Medical Devices ETF IHI Stock Holding History

Robert N. Shapiro’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
2014 Q4	$451K	Sell	23,916 -4,938	-17%	-$89.1K	0.09%	190
2014 Q3	$478K	Sell	28,854 -39,990	-58%	-$681K	0.09%	186
2014 Q2	$1.17M	Sell	68,844 -31,140	-31%	-$509K	0.22%	120
2014 Q1	$1.65M	Sell	99,984 -5,202	-5%	-$83.4K	0.3%	106
2013 Q4	$1.63M	Sell	105,186 -1,926	-2%	-$28.7K	0.29%	106
2013 Q3	$1.51M	Buy	107,112 +12,420	+13%	+$171K	0.27%	112
2013 Q2	$1.24M	Buy	+94,692	New	+$1.23M	0.26%	110

Other funds holding IHI

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

SCM

Sandler Capital Management New York $193M AUM 77.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

Robert N. Shapiro's IHI Position: Q4 2014 in Review

Robert N. Shapiro reduced its iShares US Medical Devices ETF (IHI) stake by 17% in Q4 2014, selling an estimated $89.1K and leaving 23,916 shares worth $451K. The position accounts for 0.09% of the portfolio, ranked #190.

Robert N. Shapiro first reported a position in IHI in Q2 2013 and has held it in 7 quarters since. The position peaked at $1.65M in Q1 2014. 83 funds tracked by Wall St. Rank hold IHI as of Q4 2014.

Robert N. Shapiro held 23,916 shares of iShares US Medical Devices ETF worth $451K as of Q4 2014.
Robert N. Shapiro sold 4,938 iShares US Medical Devices ETF shares in Q4 2014, an estimated $89.1K.
iShares US Medical Devices ETF made up 0.09% of Robert N. Shapiro's portfolio in Q4 2014, its #190 holding.
Robert N. Shapiro first reported a position in iShares US Medical Devices ETF in Q2 2013 and has held it in 7 quarters since.
Robert N. Shapiro's iShares US Medical Devices ETF position peaked at $1.65M in Q1 2014.
83 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.