Signature Wealth Management Group’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Signature Wealth Management Group’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	-933	Closed	-$47K	–	179
2018 Q3	$47K	Hold	933	–	–	0.03%	113
2018 Q2	$47K	Hold	933	–	–	0.03%	108
2018 Q1	$46K	Hold	933	–	–	0.04%	103
2017 Q4	$48K	Buy	+933	New	+$47.9K	0.04%	104

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

Signature Wealth Management Group's IHE Position: Q4 2018 in Review

Signature Wealth Management Group sold out of iShares US Pharmaceuticals ETF (IHE) in Q4 2018, closing a stake of 933 shares — an estimated $47K sold.

Signature Wealth Management Group first reported a position in IHE in Q4 2017 and held it in 4 quarters. The position peaked at $48K in Q4 2017. 96 funds tracked by Wall St. Rank hold IHE as of Q4 2018.

Signature Wealth Management Group reported no remaining iShares US Pharmaceuticals ETF position as of Q4 2018 after selling out during the quarter.
Signature Wealth Management Group sold 933 iShares US Pharmaceuticals ETF shares in Q4 2018, an estimated $47K.
Signature Wealth Management Group first reported a position in iShares US Pharmaceuticals ETF in Q4 2017 and held it in 4 quarters.
Signature Wealth Management Group's iShares US Pharmaceuticals ETF position peaked at $48K in Q4 2017.
96 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q4 2018.

Based on Signature Wealth Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.