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Wakefield Asset Management’s iShares US Healthcare Providers ETF IHF Stock Holding History

Wakefield Asset Management’s Portfolio IHF Stock Details IHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-46,780
Closed -$1.88M – 178
2019
Q4 		$1.88M Sell
46,780
-280
-0.6% -$10.3K 0.78% 45
2019
Q3 		$1.52M Buy
47,060
+1,935
+4% +$66.5K 0.66% 53
2019
Q2 		$1.55M Buy
+45,125
New +$1.5M 0.61% 52

Other funds holding IHF

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wakefield Asset Management's IHF Position: Q1 2020 in Review

Wakefield Asset Management sold out of iShares US Healthcare Providers ETF (IHF) in Q1 2020, closing a stake of 46,780 shares — an estimated $1.88M sold.

Wakefield Asset Management first reported a position in IHF in Q2 2019 and held it in 3 quarters. The position peaked at $1.88M in Q4 2019. 156 funds tracked by Wall St. Rank hold IHF as of Q1 2020.

  • Wakefield Asset Management reported no remaining iShares US Healthcare Providers ETF position as of Q1 2020 after selling out during the quarter.
  • Wakefield Asset Management sold 46,780 iShares US Healthcare Providers ETF shares in Q1 2020, an estimated $1.88M.
  • Wakefield Asset Management first reported a position in iShares US Healthcare Providers ETF in Q2 2019 and held it in 3 quarters.
  • Wakefield Asset Management's iShares US Healthcare Providers ETF position peaked at $1.88M in Q4 2019.
  • 156 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q1 2020.

Based on Wakefield Asset Management's 13F filing for Q1 2020, filed 12 May 2020.