WESPAC Advisors SoCal’s iShares US Pharmaceuticals ETF IHE Stock Holding History

WESPAC Advisors SoCal’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 Q2	–	Sell	-636	Closed	-$31K	–	161
2018 Q1	$31K	Buy	+636	New	+$32.6K	0.02%	129
2016 Q1	–	Sell	-75	Closed	-$4K	–	310
2015 Q4	$4K	Buy	+75	New	+$3.95K	﹤0.01%	223

Other funds holding IHE

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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

AWA

ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 1-Year Est. Return

MCM

Murphy Capital Management Bedminster, New Jersey $720M AUM 9.22% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WESPAC Advisors SoCal's IHE Position: Q2 2018 in Review

WESPAC Advisors SoCal sold out of iShares US Pharmaceuticals ETF (IHE) in Q2 2018, closing a stake of 636 shares — an estimated $31K sold.

WESPAC Advisors SoCal first reported a position in IHE in Q4 2015 and held it in 2 quarters. The position peaked at $31K in Q1 2018. 94 funds tracked by Wall St. Rank hold IHE as of Q2 2018.

WESPAC Advisors SoCal reported no remaining iShares US Pharmaceuticals ETF position as of Q2 2018 after selling out during the quarter.
WESPAC Advisors SoCal sold 636 iShares US Pharmaceuticals ETF shares in Q2 2018, an estimated $31K.
WESPAC Advisors SoCal first reported a position in iShares US Pharmaceuticals ETF in Q4 2015 and held it in 2 quarters.
WESPAC Advisors SoCal's iShares US Pharmaceuticals ETF position peaked at $31K in Q1 2018.
94 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2018.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2018, filed 13 Jul 2018.