Wakefield Asset Management’s iShares US Medical Devices ETF IHI Stock Holding History

Wakefield Asset Management’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
2020 Q1	–	Sell	-19,890	Closed	-$876K	–	179
2019 Q4	$876K	Sell	19,890 -120	-0.6%	-$5.04K	0.36%	72
2019 Q3	$825K	Buy	20,010 +858	+4%	+$35.1K	0.36%	71
2019 Q2	$768K	Buy	+19,152	New	+$725K	0.3%	71

Other funds holding IHI

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

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 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

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Wakefield Asset Management sold out of iShares US Medical Devices ETF (IHI) in Q1 2020, closing a stake of 19,890 shares — an estimated $876K sold.

Wakefield Asset Management first reported a position in IHI in Q2 2019 and held it in 3 quarters. The position peaked at $876K in Q4 2019. 364 funds tracked by Wall St. Rank hold IHI as of Q1 2020.

Wakefield Asset Management reported no remaining iShares US Medical Devices ETF position as of Q1 2020 after selling out during the quarter.
Wakefield Asset Management sold 19,890 iShares US Medical Devices ETF shares in Q1 2020, an estimated $876K.
Wakefield Asset Management first reported a position in iShares US Medical Devices ETF in Q2 2019 and held it in 3 quarters.
Wakefield Asset Management's iShares US Medical Devices ETF position peaked at $876K in Q4 2019.
364 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2020.

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