Veritable’s iShares US Medical Devices ETF IHI Stock Holding History

Veritable’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
2014 Q1	–	Sell	-1,746	Closed	-$27K	–	955
2013 Q4	$27K	Buy	+1,746	New	+$26K	﹤0.01%	941

Other funds holding IHI

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

SCM

Sandler Capital Management New York $201M AUM 84.92% 1-Year Est. Return

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

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

BCM

BTR Capital Management Oakland, California $641M AUM 9.05% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Veritable's IHI Position: Q1 2014 in Review

Veritable sold out of iShares US Medical Devices ETF (IHI) in Q1 2014, closing a stake of 1,746 shares — an estimated $27K sold.

Veritable first reported a position in IHI in Q4 2013 and held it in 1 quarter. The position peaked at $27K in Q4 2013. 61 funds tracked by Wall St. Rank hold IHI as of Q1 2014.

Veritable reported no remaining iShares US Medical Devices ETF position as of Q1 2014 after selling out during the quarter.
Veritable sold 1,746 iShares US Medical Devices ETF shares in Q1 2014, an estimated $27K.
Veritable first reported a position in iShares US Medical Devices ETF in Q4 2013 and held it in 1 quarter.
Veritable's iShares US Medical Devices ETF position peaked at $27K in Q4 2013.
61 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2014.

Based on Veritable's 13F filing for Q1 2014, filed 15 May 2014.