SevenBridge Financial Group’s iShares US Medical Devices ETF IHI Stock Holding History

SevenBridge Financial Group’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
2019 Q3	–	Sell	-570	Closed	-$23K	–	347
2019 Q2	$23K	Hold	570	–	–	0.01%	370
2019 Q1	$22K	Hold	570	–	–	0.01%	336
2018 Q4	$19K	Hold	570	–	–	0.01%	310
2018 Q3	$22K	Hold	570	–	–	0.01%	335
2018 Q2	$19K	Hold	570	–	–	0.01%	351
2018 Q1	$18K	Hold	570	–	–	0.01%	365
2017 Q4	$16K	Hold	570	–	–	0.01%	397
2017 Q3	$16K	Hold	570	–	–	0.01%	395
2017 Q2	$16K	Hold	570	–	–	0.01%	409
2017 Q1	$14K	Hold	570	–	–	0.01%	402
2016 Q4	$13K	Hold	570	–	–	0.01%	413
2016 Q3	$13K	Hold	570	–	–	0.01%	409
2016 Q2	$13K	Buy	+570	New	+$12.3K	0.01%	478

Other funds holding IHI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SevenBridge Financial Group's IHI Position: Q3 2019 in Review

SevenBridge Financial Group sold out of iShares US Medical Devices ETF (IHI) in Q3 2019, closing a stake of 570 shares — an estimated $23K sold.

SevenBridge Financial Group first reported a position in IHI in Q2 2016 and held it in 13 quarters. The position peaked at $23K in Q2 2019. 313 funds tracked by Wall St. Rank hold IHI as of Q3 2019.

SevenBridge Financial Group reported no remaining iShares US Medical Devices ETF position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 570 iShares US Medical Devices ETF shares in Q3 2019, an estimated $23K.
SevenBridge Financial Group first reported a position in iShares US Medical Devices ETF in Q2 2016 and held it in 13 quarters.
SevenBridge Financial Group's iShares US Medical Devices ETF position peaked at $23K in Q2 2019.
313 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.