Segment Wealth Management’s iShares US Healthcare Providers ETF IHF Stock Holding History

Segment Wealth Management’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
2019 Q1	–	Sell	-63,865	Closed	-$2.11M	–	207
2018 Q4	$2.11M	Buy	+63,865	New	+$2.42M	0.53%	66

Other funds holding IHF

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WBG

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

JFM

Jackson Financial Management Costa Mesa, California $194M AUM 21.54% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Segment Wealth Management's IHF Position: Q1 2019 in Review

Segment Wealth Management sold out of iShares US Healthcare Providers ETF (IHF) in Q1 2019, closing a stake of 63,865 shares — an estimated $2.11M sold.

Segment Wealth Management first reported a position in IHF in Q4 2018 and held it in 1 quarter. The position peaked at $2.11M in Q4 2018. 145 funds tracked by Wall St. Rank hold IHF as of Q1 2019.

Segment Wealth Management reported no remaining iShares US Healthcare Providers ETF position as of Q1 2019 after selling out during the quarter.
Segment Wealth Management sold 63,865 iShares US Healthcare Providers ETF shares in Q1 2019, an estimated $2.11M.
Segment Wealth Management first reported a position in iShares US Healthcare Providers ETF in Q4 2018 and held it in 1 quarter.
Segment Wealth Management's iShares US Healthcare Providers ETF position peaked at $2.11M in Q4 2018.
145 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q1 2019.

Based on Segment Wealth Management's 13F filing for Q1 2019, filed 30 Apr 2019.