WhitTier Trust Company’s iShares US Pharmaceuticals ETF IHE Stock Holding History

WhitTier Trust Company’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
2017 Q4	–	Sell	-750	Closed	-$39K	–	999
2017 Q3	$39K	Hold	750	–	–	﹤0.01%	586
2017 Q2	$39K	Hold	750	–	–	﹤0.01%	580
2017 Q1	$38K	Hold	750	–	–	﹤0.01%	578
2016 Q4	$35K	Hold	750	–	–	﹤0.01%	595
2016 Q3	$37K	Hold	750	–	–	﹤0.01%	571
2016 Q2	$36K	Hold	750	–	–	﹤0.01%	577
2016 Q1	$34K	Hold	750	–	–	﹤0.01%	588
2015 Q4	$40K	Hold	750	–	–	﹤0.01%	551
2015 Q3	$37K	Hold	750	–	–	﹤0.01%	571
2015 Q2	$44K	Hold	750	–	–	﹤0.01%	562
2015 Q1	$43K	Hold	750	–	–	﹤0.01%	566
2014 Q4	$38K	Hold	750	–	–	﹤0.01%	582
2014 Q3	$35K	Hold	750	–	–	﹤0.01%	600
2014 Q2	$34K	Hold	750	–	–	﹤0.01%	612
2014 Q1	$32K	Hold	750	–	–	﹤0.01%	629
2013 Q4	$30K	Hold	750	–	–	﹤0.01%	605
2013 Q3	$27K	Hold	750	–	–	﹤0.01%	602
2013 Q2	$25K	Buy	+750	New	+$24.9K	﹤0.01%	598

Other funds holding IHE

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 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

AWA

ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 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

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

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

WhitTier Trust Company's IHE Position: Q4 2017 in Review

WhitTier Trust Company sold out of iShares US Pharmaceuticals ETF (IHE) in Q4 2017, closing a stake of 750 shares — an estimated $39K sold.

WhitTier Trust Company first reported a position in IHE in Q2 2013 and held it in 18 quarters. The position peaked at $44K in Q2 2015. 108 funds tracked by Wall St. Rank hold IHE as of Q4 2017.

WhitTier Trust Company reported no remaining iShares US Pharmaceuticals ETF position as of Q4 2017 after selling out during the quarter.
WhitTier Trust Company sold 750 iShares US Pharmaceuticals ETF shares in Q4 2017, an estimated $39K.
WhitTier Trust Company first reported a position in iShares US Pharmaceuticals ETF in Q2 2013 and held it in 18 quarters.
WhitTier Trust Company's iShares US Pharmaceuticals ETF position peaked at $44K in Q2 2015.
108 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q4 2017.

Based on WhitTier Trust Company's 13F filing for Q4 2017, filed 7 Feb 2018.