Simon Quick Advisors’s iShares US Healthcare Providers ETF IHF Stock Holding History

Simon Quick Advisors’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
2018 Q2	–	Sell	-105	Closed	-$3K	–	362
2018 Q1	$3K	Buy	+105	New	+$3.41K	﹤0.01%	278
2017 Q4	–	Sell	-105	Closed	-$3K	–	518
2017 Q3	$3K	Buy	+105	New	+$3.08K	﹤0.01%	475

Other funds holding IHF

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

WBG

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

UCFA

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

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

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

JFM

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Simon Quick Advisors's IHF Position: Q2 2018 in Review

Simon Quick Advisors sold out of iShares US Healthcare Providers ETF (IHF) in Q2 2018, closing a stake of 105 shares — an estimated $3K sold.

Simon Quick Advisors first reported a position in IHF in Q3 2017 and held it in 2 quarters. The position peaked at $3K in Q1 2018. 119 funds tracked by Wall St. Rank hold IHF as of Q2 2018.

Simon Quick Advisors reported no remaining iShares US Healthcare Providers ETF position as of Q2 2018 after selling out during the quarter.
Simon Quick Advisors sold 105 iShares US Healthcare Providers ETF shares in Q2 2018, an estimated $3K.
Simon Quick Advisors first reported a position in iShares US Healthcare Providers ETF in Q3 2017 and held it in 2 quarters.
Simon Quick Advisors's iShares US Healthcare Providers ETF position peaked at $3K in Q1 2018.
119 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2018.

Based on Simon Quick Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.