Telemus Capital’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Telemus Capital’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 Q1	–	Sell	-9,714	Closed	-$500K	–	475
2017 Q4	$500K	Buy	+9,714	New	+$499K	0.04%	288
2017 Q1	–	Sell	-48,990	Closed	-$2.31M	–	346
2016 Q4	$2.31M	Buy	+48,990	New	+$2.32M	0.31%	71

Other funds holding IHE

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

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

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

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

AWA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MCM

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Telemus Capital's IHE Position: Q1 2018 in Review

Telemus Capital sold out of iShares US Pharmaceuticals ETF (IHE) in Q1 2018, closing a stake of 9,714 shares — an estimated $500K sold.

Telemus Capital first reported a position in IHE in Q4 2016 and held it in 2 quarters. The position peaked at $2.31M in Q4 2016. 101 funds tracked by Wall St. Rank hold IHE as of Q1 2018.

Telemus Capital reported no remaining iShares US Pharmaceuticals ETF position as of Q1 2018 after selling out during the quarter.
Telemus Capital sold 9,714 iShares US Pharmaceuticals ETF shares in Q1 2018, an estimated $500K.
Telemus Capital first reported a position in iShares US Pharmaceuticals ETF in Q4 2016 and held it in 2 quarters.
Telemus Capital's iShares US Pharmaceuticals ETF position peaked at $2.31M in Q4 2016.
101 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q1 2018.

Based on Telemus Capital's 13F filing for Q1 2018, filed 27 Apr 2018.