Stratos Wealth Partners’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Stratos Wealth Partners’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	-2,817	Closed	-$158K	–	1607
2018 Q3	$158K	Sell	2,817 -1,557	-36%	-$85.1K	0.01%	935
2018 Q2	$221K	Sell	4,374 -15	-0.3%	-$744	0.01%	863
2018 Q1	$216K	Buy	4,389 +90	+2%	+$4.62K	0.01%	862
2017 Q4	$221K	Hold	4,299	–	–	0.01%	830
2017 Q3	$224K	Buy	4,299 +195	+5%	+$10K	0.01%	808
2017 Q2	$212K	Hold	4,104	–	–	0.01%	746
2017 Q1	$206K	Buy	+4,104	New	+$203K	0.01%	718

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

Stratos Wealth Partners's IHE Position: Q4 2018 in Review

Stratos Wealth Partners sold out of iShares US Pharmaceuticals ETF (IHE) in Q4 2018, closing a stake of 2,817 shares — an estimated $158K sold.

Stratos Wealth Partners first reported a position in IHE in Q1 2017 and held it in 7 quarters. The position peaked at $224K in Q3 2017. 96 funds tracked by Wall St. Rank hold IHE as of Q4 2018.

Stratos Wealth Partners reported no remaining iShares US Pharmaceuticals ETF position as of Q4 2018 after selling out during the quarter.
Stratos Wealth Partners sold 2,817 iShares US Pharmaceuticals ETF shares in Q4 2018, an estimated $158K.
Stratos Wealth Partners first reported a position in iShares US Pharmaceuticals ETF in Q1 2017 and held it in 7 quarters.
Stratos Wealth Partners's iShares US Pharmaceuticals ETF position peaked at $224K in Q3 2017.
96 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.