Shine Investment Advisory Services’s iShares US Medical Devices ETF IHI Stock Holding History

Shine Investment Advisory Services’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
2020 Q3	–	Sell	-324	Closed	-$14K	–	742
2020 Q2	$14K	Hold	324	–	–	0.01%	507
2020 Q1	$12K	Hold	324	–	–	0.01%	495
2019 Q4	$14K	Hold	324	–	–	0.01%	519
2019 Q3	$13K	Buy	+324	New	+$13.3K	0.01%	514

Other funds holding IHI

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Shine Investment Advisory Services's IHI Position: Q3 2020 in Review

Shine Investment Advisory Services sold out of iShares US Medical Devices ETF (IHI) in Q3 2020, closing a stake of 324 shares — an estimated $14K sold.

Shine Investment Advisory Services first reported a position in IHI in Q3 2019 and held it in 4 quarters. The position peaked at $14K in Q2 2020. 489 funds tracked by Wall St. Rank hold IHI as of Q3 2020.

Shine Investment Advisory Services reported no remaining iShares US Medical Devices ETF position as of Q3 2020 after selling out during the quarter.
Shine Investment Advisory Services sold 324 iShares US Medical Devices ETF shares in Q3 2020, an estimated $14K.
Shine Investment Advisory Services first reported a position in iShares US Medical Devices ETF in Q3 2019 and held it in 4 quarters.
Shine Investment Advisory Services's iShares US Medical Devices ETF position peaked at $14K in Q2 2020.
489 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.