WA
IHE icon

WFG Advisors’s iShares US Pharmaceuticals ETF IHE Stock Holding History

WFG Advisors’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
2015
Q1 		– Sell
-9,576
Closed -$483K – 1912
2014
Q4 		$483K Buy
9,576
+219
+2% +$10.7K 0.1% 227
2014
Q3 		$438K Sell
9,357
-699
-7% -$31.6K 0.08% 280
2014
Q2 		$453K Hold
10,056
– – 0.08% 272
2014
Q1 		$425K Hold
10,056
– – 0.09% 269
2013
Q4 		$396K Sell
10,056
-1,605
-14% -$60.2K 0.06% 355
2013
Q3 		$414K Buy
+11,661
New +$411K 0.06% 318

Other funds holding IHE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AWA
ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
BWM
Braver Wealth Management Needham, Massachusetts $616M AUM 12.48% 1-Year Est. Return

WFG Advisors's IHE Position: Q1 2015 in Review

WFG Advisors sold out of iShares US Pharmaceuticals ETF (IHE) in Q1 2015, closing a stake of 9,576 shares — an estimated $483K sold.

WFG Advisors first reported a position in IHE in Q3 2013 and held it in 6 quarters. The position peaked at $483K in Q4 2014. 111 funds tracked by Wall St. Rank hold IHE as of Q1 2015.

  • WFG Advisors reported no remaining iShares US Pharmaceuticals ETF position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 9,576 iShares US Pharmaceuticals ETF shares in Q1 2015, an estimated $483K.
  • WFG Advisors first reported a position in iShares US Pharmaceuticals ETF in Q3 2013 and held it in 6 quarters.
  • WFG Advisors's iShares US Pharmaceuticals ETF position peaked at $483K in Q4 2014.
  • 111 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.