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Xponance’s iShares US Healthcare Providers ETF IHF Stock Holding History

Xponance’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
2017
Q4 		– Sell
-14,335
Closed -$423K – 72
2017
Q3 		$423K Sell
14,335
-477,180
-97% -$14M 0.28% 45
2017
Q2 		$2.96M Buy
491,515
+173,120
+54% +$4.87M 0.74% 39
2017
Q1 		$8.54M Sell
318,395
-319,115
-50% -$8.45M 2.29% 13
2016
Q4 		$16.1M Buy
637,510
+160,390
+34% +$3.95M 4.33% 5
2016
Q3 		$11.8M Sell
477,120
-10,080
-2% -$253K 4.19% 9
2016
Q2 		$12.4M Buy
487,200
+29,650
+6% +$743K 4.57% 7
2016
Q1 		$11.2M Sell
457,550
-32,400
-7% -$755K 4.24% 8
2015
Q4 		$12.2M Sell
489,950
-300
-0.1% -$7.45K 4.49% 9
2015
Q3 		$12.2M Buy
490,250
+33,855
+7% +$924K 4.7% 9
2015
Q2 		$13M Buy
456,395
+25,200
+6% +$684K 4.61% 10
2015
Q1 		$11.5M Sell
431,195
-167,955
-28% -$4.19M 4.09% 9
2014
Q4 		$14.2M Hold
599,150
– – 5.82% 4
2014
Q3 		$12.8M Sell
599,150
-436,450
-42% -$9.31M 5.29% 7
2014
Q2 		$21.3M Buy
+1,035,600
New +$20.4M 9.08% 3

Other funds holding IHF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JFM
Jackson Financial Management Costa Mesa, California $194M AUM 21.54% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Xponance's IHF Position: Q4 2017 in Review

Xponance sold out of iShares US Healthcare Providers ETF (IHF) in Q4 2017, closing a stake of 14,335 shares — an estimated $423K sold.

Xponance first reported a position in IHF in Q2 2014 and held it in 14 quarters. The position peaked at $21.3M in Q2 2014. 106 funds tracked by Wall St. Rank hold IHF as of Q4 2017.

  • Xponance reported no remaining iShares US Healthcare Providers ETF position as of Q4 2017 after selling out during the quarter.
  • Xponance sold 14,335 iShares US Healthcare Providers ETF shares in Q4 2017, an estimated $423K.
  • Xponance first reported a position in iShares US Healthcare Providers ETF in Q2 2014 and held it in 14 quarters.
  • Xponance's iShares US Healthcare Providers ETF position peaked at $21.3M in Q2 2014.
  • 106 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q4 2017.

Based on Xponance's 13F filing for Q4 2017, filed 6 Feb 2018.