TCI Wealth Advisors’s iShares US Pharmaceuticals ETF IHE Stock Holding History

TCI Wealth Advisors’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
2016 Q3	–	Sell	-150	Closed	-$7K	–	1379
2016 Q2	$7K	Hold	150	–	–	﹤0.01%	646
2016 Q1	$7K	Hold	150	–	–	﹤0.01%	648
2015 Q4	$8K	Hold	150	–	–	﹤0.01%	628
2015 Q3	$7K	Sell	150 -150	-50%	-$8.6K	﹤0.01%	573
2015 Q2	$17K	Hold	300	–	–	0.01%	429
2015 Q1	$17K	Hold	300	–	–	0.01%	372
2014 Q4	$15K	Hold	300	–	–	0.01%	387
2014 Q3	$14K	Hold	300	–	–	0.01%	388
2014 Q2	$14K	Buy	+300	New	+$12.9K	0.01%	404

Other funds holding IHE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWA

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MFS

MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MCM

Murphy Capital Management Bedminster, New Jersey $720M AUM 9.22% 1-Year Est. Return

TCI Wealth Advisors's IHE Position: Q3 2016 in Review

TCI Wealth Advisors sold out of iShares US Pharmaceuticals ETF (IHE) in Q3 2016, closing a stake of 150 shares — an estimated $7K sold.

TCI Wealth Advisors first reported a position in IHE in Q2 2014 and held it in 9 quarters. The position peaked at $17K in Q2 2015. 84 funds tracked by Wall St. Rank hold IHE as of Q3 2016.

TCI Wealth Advisors reported no remaining iShares US Pharmaceuticals ETF position as of Q3 2016 after selling out during the quarter.
TCI Wealth Advisors sold 150 iShares US Pharmaceuticals ETF shares in Q3 2016, an estimated $7K.
TCI Wealth Advisors first reported a position in iShares US Pharmaceuticals ETF in Q2 2014 and held it in 9 quarters.
TCI Wealth Advisors's iShares US Pharmaceuticals ETF position peaked at $17K in Q2 2015.
84 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q3 2016.

Based on TCI Wealth Advisors's 13F filing for Q3 2016, filed 1 Nov 2016.