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YorkBridge Wealth Partners’s iShares US Medical Devices ETF IHI Stock Holding History

YorkBridge Wealth Partners’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
Q1 		– Sell
-300
Closed -$7K – 896
2016
Q4 		$7K Buy
+300
New +$6.81K ﹤0.01% 647

Other funds holding IHI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $16.3B AUM 44.61% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

YorkBridge Wealth Partners's IHI Position: Q1 2017 in Review

YorkBridge Wealth Partners sold out of iShares US Medical Devices ETF (IHI) in Q1 2017, closing a stake of 300 shares — an estimated $7K sold.

YorkBridge Wealth Partners first reported a position in IHI in Q4 2016 and held it in 1 quarter. The position peaked at $7K in Q4 2016. 140 funds tracked by Wall St. Rank hold IHI as of Q1 2017.

  • YorkBridge Wealth Partners reported no remaining iShares US Medical Devices ETF position as of Q1 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 300 iShares US Medical Devices ETF shares in Q1 2017, an estimated $7K.
  • YorkBridge Wealth Partners first reported a position in iShares US Medical Devices ETF in Q4 2016 and held it in 1 quarter.
  • YorkBridge Wealth Partners's iShares US Medical Devices ETF position peaked at $7K in Q4 2016.
  • 140 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2017, filed 5 May 2017.