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Wealthspire Advisors (Maryland)’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio IHE Stock Details IHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-1,500
Closed -$77K – 2561
2017
Q4 		$77K Hold
1,500
– – 0.01% 823
2017
Q3 		$78K Hold
1,500
– – 0.01% 803
2017
Q2 		$78K Buy
+1,500
New +$75.8K 0.01% 792

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Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AWA
ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MCM
Murphy Capital Management Bedminster, New Jersey $720M AUM 9.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IHE Position: Q1 2018 in Review

Wealthspire Advisors (Maryland) sold out of iShares US Pharmaceuticals ETF (IHE) in Q1 2018, closing a stake of 1,500 shares — an estimated $77K sold.

Wealthspire Advisors (Maryland) first reported a position in IHE in Q2 2017 and held it in 3 quarters. The position peaked at $78K in Q3 2017. 101 funds tracked by Wall St. Rank hold IHE as of Q1 2018.

  • Wealthspire Advisors (Maryland) reported no remaining iShares US Pharmaceuticals ETF position as of Q1 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,500 iShares US Pharmaceuticals ETF shares in Q1 2018, an estimated $77K.
  • Wealthspire Advisors (Maryland) first reported a position in iShares US Pharmaceuticals ETF in Q2 2017 and held it in 3 quarters.
  • Wealthspire Advisors (Maryland)'s iShares US Pharmaceuticals ETF position peaked at $78K in Q3 2017.
  • 101 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q1 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2018, filed 3 May 2018.