Wilbanks Smith & Thomas Asset Management’s iShares US Healthcare Providers ETF IHF Stock Holding History

Wilbanks Smith & Thomas Asset Management’s Portfolio IHF Stock Details IHF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-975	Closed	-$39K	–	804
2018 Q3	$39K	Buy	+975	New	+$37K	﹤0.01%	733

Other funds holding IHF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PWS

Paragon Wealth Strategies Jacksonville, Florida $363M AUM 24.36% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

JFM

Jackson Financial Management Costa Mesa, California $194M AUM 21.54% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's IHF Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of iShares US Healthcare Providers ETF (IHF) in Q4 2018, closing a stake of 975 shares — an estimated $39K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in IHF in Q3 2018 and held it in 1 quarter. The position peaked at $39K in Q3 2018. 149 funds tracked by Wall St. Rank hold IHF as of Q4 2018.

Wilbanks Smith & Thomas Asset Management reported no remaining iShares US Healthcare Providers ETF position as of Q4 2018 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 975 iShares US Healthcare Providers ETF shares in Q4 2018, an estimated $39K.
Wilbanks Smith & Thomas Asset Management first reported a position in iShares US Healthcare Providers ETF in Q3 2018 and held it in 1 quarter.
Wilbanks Smith & Thomas Asset Management's iShares US Healthcare Providers ETF position peaked at $39K in Q3 2018.
149 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.