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

WealthPLAN 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
2018 Q4	–	Sell	-5,700	Closed	-$213K	–	266
2018 Q3	$213K	Buy	+5,700	New	+$217K	0.04%	233

Other funds holding IHF

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

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

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

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

WBG

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

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

PWS

Paragon Wealth Strategies Jacksonville, Florida $363M AUM 24.36% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

JFM

Jackson Financial Management Costa Mesa, California $194M AUM 21.54% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

WealthPLAN Partners's IHF Position: Q4 2018 in Review

WealthPLAN Partners sold out of iShares US Healthcare Providers ETF (IHF) in Q4 2018, closing a stake of 5,700 shares — an estimated $213K sold.

WealthPLAN Partners first reported a position in IHF in Q3 2018 and held it in 1 quarter. The position peaked at $213K in Q3 2018. 149 funds tracked by Wall St. Rank hold IHF as of Q4 2018.

WealthPLAN Partners reported no remaining iShares US Healthcare Providers ETF position as of Q4 2018 after selling out during the quarter.
WealthPLAN Partners sold 5,700 iShares US Healthcare Providers ETF shares in Q4 2018, an estimated $213K.
WealthPLAN Partners first reported a position in iShares US Healthcare Providers ETF in Q3 2018 and held it in 1 quarter.
WealthPLAN Partners's iShares US Healthcare Providers ETF position peaked at $213K in Q3 2018.
149 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q4 2018.

Based on WealthPLAN Partners's 13F filing for Q4 2018, filed 20 Feb 2019.