Ullmann Wealth Partners Group’s iShares US Medical Devices ETF IHI Stock Holding History

Ullmann Wealth Partners Group’s Portfolio IHI Stock Details IHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-1,224	Closed	-$33K	–	83
2017 Q2	$33K	Hold	1,224	–	–	0.02%	101
2017 Q1	$30K	Buy	+1,224	New	+$29.7K	0.02%	96

Other funds holding IHI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ullmann Wealth Partners Group's IHI Position: Q3 2017 in Review

Ullmann Wealth Partners Group sold out of iShares US Medical Devices ETF (IHI) in Q3 2017, closing a stake of 1,224 shares — an estimated $33K sold.

Ullmann Wealth Partners Group first reported a position in IHI in Q1 2017 and held it in 2 quarters. The position peaked at $33K in Q2 2017. 154 funds tracked by Wall St. Rank hold IHI as of Q3 2017.

Ullmann Wealth Partners Group reported no remaining iShares US Medical Devices ETF position as of Q3 2017 after selling out during the quarter.
Ullmann Wealth Partners Group sold 1,224 iShares US Medical Devices ETF shares in Q3 2017, an estimated $33K.
Ullmann Wealth Partners Group first reported a position in iShares US Medical Devices ETF in Q1 2017 and held it in 2 quarters.
Ullmann Wealth Partners Group's iShares US Medical Devices ETF position peaked at $33K in Q2 2017.
154 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2017.

Based on Ullmann Wealth Partners Group's 13F filing for Q3 2017, filed 14 Nov 2017.