Stanford Investment Group’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Stanford Investment 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
2017 Q1	–	Sell	-1,269	Closed	-$60K	–	138
2016 Q4	$60K	Sell	1,269 -1,506	-54%	-$71.5K	0.03%	125
2016 Q3	$138K	Hold	2,775	–	–	0.07%	76
2016 Q2	$134K	Buy	2,775 +6	+0.2%	+$285	0.07%	76
2016 Q1	$126K	Sell	2,769 -1,320	-32%	-$61.8K	0.07%	79
2015 Q4	$220K	Buy	4,089 +9	+0.2%	+$473	0.12%	52
2015 Q3	$201K	Buy	4,080 +9	+0.2%	+$516	0.15%	47
2015 Q2	$237K	Sell	4,071 -144	-3%	-$8.41K	0.18%	43
2015 Q1	$242K	Buy	4,215 +12	+0.3%	+$656	0.19%	40
2014 Q4	$212K	Buy	+4,203	New	+$205K	0.18%	45

Other funds holding IHE

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

AWA

ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

RTS

Round Table Services Westfield, New Jersey $508M AUM 16.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stanford Investment Group's IHE Position: Q1 2017 in Review

Stanford Investment Group sold out of iShares US Pharmaceuticals ETF (IHE) in Q1 2017, closing a stake of 1,269 shares — an estimated $60K sold.

Stanford Investment Group first reported a position in IHE in Q4 2014 and held it in 9 quarters. The position peaked at $242K in Q1 2015. 97 funds tracked by Wall St. Rank hold IHE as of Q1 2017.

Stanford Investment Group reported no remaining iShares US Pharmaceuticals ETF position as of Q1 2017 after selling out during the quarter.
Stanford Investment Group sold 1,269 iShares US Pharmaceuticals ETF shares in Q1 2017, an estimated $60K.
Stanford Investment Group first reported a position in iShares US Pharmaceuticals ETF in Q4 2014 and held it in 9 quarters.
Stanford Investment Group's iShares US Pharmaceuticals ETF position peaked at $242K in Q1 2015.
97 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.