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Tradewinds Capital Management’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Tradewinds Capital 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
2017
Q4 		– Sell
-72
Closed -$4K – 715
2017
Q3 		$4K Buy
+72
New +$3.7K ﹤0.01% 511
2014
Q3 		– Sell
-156
Closed -$7K – 611
2014
Q2 		$7K Hold
156
– – 0.01% 411
2014
Q1 		$7K Hold
156
– – 0.01% 427
2013
Q4 		$6K Buy
+156
New +$5.85K ﹤0.01% 425

Other funds holding IHE

CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AWA
ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Tradewinds Capital Management's IHE Position: Q4 2017 in Review

Tradewinds Capital Management sold out of iShares US Pharmaceuticals ETF (IHE) in Q4 2017, closing a stake of 72 shares — an estimated $4K sold.

Tradewinds Capital Management first reported a position in IHE in Q4 2013 and held it in 4 quarters. The position peaked at $7K in Q2 2014. 108 funds tracked by Wall St. Rank hold IHE as of Q4 2017.

  • Tradewinds Capital Management reported no remaining iShares US Pharmaceuticals ETF position as of Q4 2017 after selling out during the quarter.
  • Tradewinds Capital Management sold 72 iShares US Pharmaceuticals ETF shares in Q4 2017, an estimated $4K.
  • Tradewinds Capital Management first reported a position in iShares US Pharmaceuticals ETF in Q4 2013 and held it in 4 quarters.
  • Tradewinds Capital Management's iShares US Pharmaceuticals ETF position peaked at $7K in Q2 2014.
  • 108 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q4 2017.

Based on Tradewinds Capital Management's 13F filing for Q4 2017, filed 1 Feb 2018.