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Symphony Asset Management’s iShares US Healthcare Providers ETF IHF Stock Holding History

Symphony Asset Management’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
2016
Q4 		– Sell
-12,000
Closed -$298K – 423
2016
Q3 		$298K Buy
+12,000
New +$302K 0.03% 345

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X
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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Symphony Asset Management's IHF Position: Q4 2016 in Review

Symphony Asset Management sold out of iShares US Healthcare Providers ETF (IHF) in Q4 2016, closing a stake of 12,000 shares — an estimated $298K sold.

Symphony Asset Management first reported a position in IHF in Q3 2016 and held it in 1 quarter. The position peaked at $298K in Q3 2016. 89 funds tracked by Wall St. Rank hold IHF as of Q4 2016.

  • Symphony Asset Management reported no remaining iShares US Healthcare Providers ETF position as of Q4 2016 after selling out during the quarter.
  • Symphony Asset Management sold 12,000 iShares US Healthcare Providers ETF shares in Q4 2016, an estimated $298K.
  • Symphony Asset Management first reported a position in iShares US Healthcare Providers ETF in Q3 2016 and held it in 1 quarter.
  • Symphony Asset Management's iShares US Healthcare Providers ETF position peaked at $298K in Q3 2016.
  • 89 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q4 2016.

Based on Symphony Asset Management's 13F filing for Q4 2016, filed 14 Feb 2017.