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Winthrop Partners - WNY’s iShares US Medical Devices ETF IHI Stock Holding History

Winthrop Partners - WNY’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
2018
Q2 		– Sell
-480
Closed -$14.6K – 327
2018
Q1 		$14.6K Buy
+480
New +$14.8K 0.01% 294

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AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
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Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Winthrop Partners - WNY's IHI Position: Q2 2018 in Review

Winthrop Partners - WNY sold out of iShares US Medical Devices ETF (IHI) in Q2 2018, closing a stake of 480 shares — an estimated $14.6K sold.

Winthrop Partners - WNY first reported a position in IHI in Q1 2018 and held it in 1 quarter. The position peaked at $14.6K in Q1 2018. 191 funds tracked by Wall St. Rank hold IHI as of Q2 2018.

  • Winthrop Partners - WNY reported no remaining iShares US Medical Devices ETF position as of Q2 2018 after selling out during the quarter.
  • Winthrop Partners - WNY sold 480 iShares US Medical Devices ETF shares in Q2 2018, an estimated $14.6K.
  • Winthrop Partners - WNY first reported a position in iShares US Medical Devices ETF in Q1 2018 and held it in 1 quarter.
  • Winthrop Partners - WNY's iShares US Medical Devices ETF position peaked at $14.6K in Q1 2018.
  • 191 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2018.

Based on Winthrop Partners - WNY's 13F filing for Q2 2018, filed 30 Jul 2018.