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Spruce Investment Advisors’s iShares US Healthcare Providers ETF IHF Stock Holding History

Spruce Investment 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
2017
Q4 		$1.17M Sell
37,375
-3,615
-9% -$109K 2.42% 15
2017
Q3 		$1.21M Sell
40,990
-1,760
-4% -$51.6K 2.34% 16
2017
Q2 		$1.27M Sell
42,750
-14,455
-25% -$407K 2.25% 17
2017
Q1 		$1.53M Sell
57,205
-6,555
-10% -$174K 1.77% 24
2016
Q4 		$1.6M Sell
63,760
-31,685
-33% -$780K 1.24% 15
2016
Q3 		$2.37M Sell
95,445
-16,745
-15% -$421K 1.49% 17
2016
Q2 		$2.86M Sell
112,190
-79,675
-42% -$2M 1.63% 17
2016
Q1 		$4.68M Buy
191,865
+6,780
+4% +$158K 2.89% 13
2015
Q4 		$4.6M Sell
185,085
-206,900
-53% -$5.14M 3.41% 15
2015
Q3 		$9.71M Sell
391,985
-12,970
-3% -$354K 2.99% 14
2015
Q2 		$11.6M Buy
404,955
+565
+0.1% +$15.3K 3.12% 15
2015
Q1 		$10.8M Sell
404,390
-2,510
-0.6% -$62.6K 2.76% 15
2014
Q4 		$9.63M Sell
406,900
-1,234,770
-75% -$27.8M 2.63% 15
2014
Q3 		$35.1M Buy
1,641,670
+674,485
+70% +$14.4M 9.12% 4
2014
Q2 		$19.9M Buy
+967,185
New +$19.1M 6.05% 7

Other funds holding IHF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JFM
Jackson Financial Management Costa Mesa, California $194M AUM 21.54% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Spruce Investment Advisors's IHF Position: Q4 2017 in Review

Spruce Investment Advisors reduced its iShares US Healthcare Providers ETF (IHF) stake by 8.8% in Q4 2017, selling an estimated $109K and leaving 37,375 shares worth $1.17M. The position accounts for 2.42% of the portfolio, ranked #15.

Spruce Investment Advisors first reported a position in IHF in Q2 2014 and has held it in 15 quarters since. The position peaked at $35.1M in Q3 2014. 106 funds tracked by Wall St. Rank hold IHF as of Q4 2017.

  • Spruce Investment Advisors held 37,375 shares of iShares US Healthcare Providers ETF worth $1.17M as of Q4 2017.
  • Spruce Investment Advisors sold 3,615 iShares US Healthcare Providers ETF shares in Q4 2017, an estimated $109K.
  • iShares US Healthcare Providers ETF made up 2.42% of Spruce Investment Advisors's portfolio in Q4 2017, its #15 holding.
  • Spruce Investment Advisors first reported a position in iShares US Healthcare Providers ETF in Q2 2014 and has held it in 15 quarters since.
  • Spruce Investment Advisors's iShares US Healthcare Providers ETF position peaked at $35.1M in Q3 2014.
  • 106 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q4 2017.

Based on Spruce Investment Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.