WFG Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

WFG Advisors’s Portfolio IHI Stock Details IHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$40K	Hold	1,452	–	–	0.01%	752
2017 Q1	$37K	Sell	1,452 -2,712	-65%	-$65.8K	0.01%	739
2016 Q4	$92K	Buy	4,164 +60	+1%	+$1.36K	0.02%	541
2016 Q3	$99K	Buy	4,104 +96	+2%	+$2.28K	0.02%	521
2016 Q2	$91K	Buy	4,008 +2,286	+133%	+$49.5K	0.02%	524
2016 Q1	$35K	Hold	1,722	–	–	0.01%	760
2015 Q4	$35K	Buy	1,722 +942	+121%	+$18.9K	0.01%	755
2015 Q3	$14K	Sell	780 -150	-16%	-$3.02K	﹤0.01%	997
2015 Q2	$19K	Buy	930 +780	+520%	+$15.6K	0.01%	994
2015 Q1	$3K	Sell	150 -10,710	-99%	-$209K	﹤0.01%	1478
2014 Q4	$205K	Buy	10,860 +10,200	+1,545%	+$184K	0.04%	420
2014 Q3	$11K	Sell	660 -114	-15%	-$1.94K	﹤0.01%	1468
2014 Q2	$13K	Sell	774 -966	-56%	-$15.8K	﹤0.01%	1410
2014 Q1	$29K	Buy	1,740 +960	+123%	+$15.4K	0.01%	1109
2013 Q4	$12K	Buy	780 +666	+584%	+$9.93K	﹤0.01%	1520
2013 Q3	$2K	Buy	+114	New	+$1.57K	﹤0.01%	1933

Other funds holding IHI

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

WFG Advisors's IHI Position: Q2 2017 in Review

WFG Advisors held its iShares US Medical Devices ETF (IHI) position steady in Q2 2017 at 1,452 shares worth $40K. The position accounts for 0.01% of the portfolio, ranked #752.

WFG Advisors first reported a position in IHI in Q3 2013 and has held it in 16 quarters since. The position peaked at $205K in Q4 2014. 160 funds tracked by Wall St. Rank hold IHI as of Q2 2017.

WFG Advisors held 1,452 shares of iShares US Medical Devices ETF worth $40K as of Q2 2017.
WFG Advisors left its iShares US Medical Devices ETF share count unchanged in Q2 2017.
iShares US Medical Devices ETF made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #752 holding.
WFG Advisors first reported a position in iShares US Medical Devices ETF in Q3 2013 and has held it in 16 quarters since.
WFG Advisors's iShares US Medical Devices ETF position peaked at $205K in Q4 2014.
160 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.