WAP
IHF icon

Wealthcare Advisory Partners’s iShares US Healthcare Providers ETF IHF Stock Holding History

Wealthcare Advisory Partners’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
2017
Q4 		– Sell
-250
Closed -$7K – 1130
2017
Q3 		$7K Buy
+250
New +$7.33K ﹤0.01% 601

Other funds holding IHF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JFM
Jackson Financial Management Costa Mesa, California $194M AUM 21.54% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealthcare Advisory Partners's IHF Position: Q4 2017 in Review

Wealthcare Advisory Partners sold out of iShares US Healthcare Providers ETF (IHF) in Q4 2017, closing a stake of 250 shares — an estimated $7K sold.

Wealthcare Advisory Partners first reported a position in IHF in Q3 2017 and held it in 1 quarter. The position peaked at $7K in Q3 2017. 106 funds tracked by Wall St. Rank hold IHF as of Q4 2017.

  • Wealthcare Advisory Partners reported no remaining iShares US Healthcare Providers ETF position as of Q4 2017 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 250 iShares US Healthcare Providers ETF shares in Q4 2017, an estimated $7K.
  • Wealthcare Advisory Partners first reported a position in iShares US Healthcare Providers ETF in Q3 2017 and held it in 1 quarter.
  • Wealthcare Advisory Partners's iShares US Healthcare Providers ETF position peaked at $7K in Q3 2017.
  • 106 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q4 2017.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2017, filed 14 Feb 2018.