Winifred I. Li’s iShares US Medical Devices ETF IHI Stock Holding History

Winifred I. Li’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
2014 Q4	$121K	Sell	6,420 -2,880	-31%	-$52K	0.11%	167
2014 Q3	$154K	Sell	9,300 -10,434	-53%	-$178K	0.15%	137
2014 Q2	$336K	Sell	19,734 -3,120	-14%	-$51K	0.29%	97
2014 Q1	$376K	Hold	22,854	–	–	0.33%	96
2013 Q4	$354K	Hold	22,854	–	–	0.3%	100
2013 Q3	$323K	Sell	22,854 -684	-3%	-$9.4K	0.3%	103
2013 Q2	$308K	Buy	+23,538	New	+$305K	0.29%	103

Other funds holding IHI

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

WBG

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

SCM

Sandler Capital Management New York $193M AUM 77.14% 1-Year Est. Return

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return

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

Winifred I. Li's IHI Position: Q4 2014 in Review

Winifred I. Li reduced its iShares US Medical Devices ETF (IHI) stake by 31% in Q4 2014, selling an estimated $52K and leaving 6,420 shares worth $121K. The position accounts for 0.11% of the portfolio, ranked #167.

Winifred I. Li first reported a position in IHI in Q2 2013 and has held it in 7 quarters since. The position peaked at $376K in Q1 2014. 83 funds tracked by Wall St. Rank hold IHI as of Q4 2014.

Winifred I. Li held 6,420 shares of iShares US Medical Devices ETF worth $121K as of Q4 2014.
Winifred I. Li sold 2,880 iShares US Medical Devices ETF shares in Q4 2014, an estimated $52K.
iShares US Medical Devices ETF made up 0.11% of Winifred I. Li's portfolio in Q4 2014, its #167 holding.
Winifred I. Li first reported a position in iShares US Medical Devices ETF in Q2 2013 and has held it in 7 quarters since.
Winifred I. Li's iShares US Medical Devices ETF position peaked at $376K in Q1 2014.
83 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.