Sigma Planning Corp’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Sigma Planning Corp’s Portfolio IHE Stock Details IHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-12,471	Closed	-$698K	–	906
2018 Q3	$698K	Sell	12,471 -234	-2%	-$12.8K	0.04%	382
2018 Q2	$641K	Sell	12,705 -468	-4%	-$23.2K	0.04%	389
2018 Q1	$648K	Sell	13,173 -327	-2%	-$16.8K	0.05%	366
2017 Q4	$695K	Sell	13,500 -576	-4%	-$29.6K	0.05%	344
2017 Q3	$734K	Buy	14,076 +576	+4%	+$29.6K	0.06%	327
2017 Q2	$698K	Buy	13,500 +3,861	+40%	+$195K	0.07%	324
2017 Q1	$485K	Buy	+9,639	New	+$477K	0.05%	405
2016 Q4	–	Sell	-4,818	Closed	-$240K	–	778
2016 Q3	$240K	Buy	+4,818	New	+$244K	0.03%	588
2016 Q1	–	Sell	-3,717	Closed	-$200K	–	734
2015 Q4	$200K	Sell	3,717 -1,446	-28%	-$76.1K	0.03%	608
2015 Q3	$255K	Sell	5,163 -19,419	-79%	-$1.11M	0.04%	479
2015 Q2	$1.43M	Buy	24,582 +2,967	+14%	+$173K	0.2%	131
2015 Q1	$1.24M	Sell	21,615 -1,221	-5%	-$66.8K	0.16%	147
2014 Q4	$1.15M	Buy	+22,836	New	+$1.11M	0.15%	160

Other funds holding IHE

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Biegel & Waller Columbia, Maryland $179M AUM 1.6% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

MCM

Murphy Capital Management Bedminster, New Jersey $720M AUM 9.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Sigma Planning Corp's IHE Position: Q4 2018 in Review

Sigma Planning Corp sold out of iShares US Pharmaceuticals ETF (IHE) in Q4 2018, closing a stake of 12,471 shares — an estimated $698K sold.

Sigma Planning Corp first reported a position in IHE in Q4 2014 and held it in 13 quarters. The position peaked at $1.43M in Q2 2015. 96 funds tracked by Wall St. Rank hold IHE as of Q4 2018.

Sigma Planning Corp reported no remaining iShares US Pharmaceuticals ETF position as of Q4 2018 after selling out during the quarter.
Sigma Planning Corp sold 12,471 iShares US Pharmaceuticals ETF shares in Q4 2018, an estimated $698K.
Sigma Planning Corp first reported a position in iShares US Pharmaceuticals ETF in Q4 2014 and held it in 13 quarters.
Sigma Planning Corp's iShares US Pharmaceuticals ETF position peaked at $1.43M in Q2 2015.
96 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q4 2018.

Based on Sigma Planning Corp's 13F filing for Q4 2018, filed 31 Jan 2019.