Wintrust Investments’s iShares US Medical Devices ETF IHI Stock Holding History

Wintrust Investments’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 Q3	–	Sell	-95,754	Closed	-$2.66M	–	289
2017 Q2	$2.66M	Buy	95,754 +13,284	+16%	+$352K	0.71%	19
2017 Q1	$2.08M	Buy	82,470 +23,244	+39%	+$564K	0.59%	25
2016 Q4	$1.31M	Buy	+59,226	New	+$1.34M	0.55%	26

Other funds holding IHI

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

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

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wintrust Investments's IHI Position: Q3 2017 in Review

Wintrust Investments sold out of iShares US Medical Devices ETF (IHI) in Q3 2017, closing a stake of 95,754 shares — an estimated $2.66M sold.

Wintrust Investments first reported a position in IHI in Q4 2016 and held it in 3 quarters. The position peaked at $2.66M in Q2 2017. 154 funds tracked by Wall St. Rank hold IHI as of Q3 2017.

Wintrust Investments reported no remaining iShares US Medical Devices ETF position as of Q3 2017 after selling out during the quarter.
Wintrust Investments sold 95,754 iShares US Medical Devices ETF shares in Q3 2017, an estimated $2.66M.
Wintrust Investments first reported a position in iShares US Medical Devices ETF in Q4 2016 and held it in 3 quarters.
Wintrust Investments's iShares US Medical Devices ETF position peaked at $2.66M in Q2 2017.
154 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2017.

Based on Wintrust Investments's 13F filing for Q3 2017, filed 7 Nov 2017.