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

Strategic Wealth Management’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
2013
Q3 		– Sell
-53,775
Closed -$1.79M – 29
2013
Q2 		$1.79M Buy
+53,775
New +$1.79M 1.87% 14

Other funds holding IHE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
MCM
Murphy Capital Management Bedminster, New Jersey $720M AUM 9.22% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Strategic Wealth Management's IHE Position: Q3 2013 in Review

Strategic Wealth Management sold out of iShares US Pharmaceuticals ETF (IHE) in Q3 2013, closing a stake of 53,775 shares — an estimated $1.79M sold.

Strategic Wealth Management first reported a position in IHE in Q2 2013 and held it in 1 quarter. The position peaked at $1.79M in Q2 2013. 63 funds tracked by Wall St. Rank hold IHE as of Q3 2013.

  • Strategic Wealth Management reported no remaining iShares US Pharmaceuticals ETF position as of Q3 2013 after selling out during the quarter.
  • Strategic Wealth Management sold 53,775 iShares US Pharmaceuticals ETF shares in Q3 2013, an estimated $1.79M.
  • Strategic Wealth Management first reported a position in iShares US Pharmaceuticals ETF in Q2 2013 and held it in 1 quarter.
  • Strategic Wealth Management's iShares US Pharmaceuticals ETF position peaked at $1.79M in Q2 2013.
  • 63 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q3 2013.

Based on Strategic Wealth Management's 13F filing for Q3 2013, filed 30 Oct 2013.