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Acorn Wealth Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Acorn Wealth Advisors’s Portfolio IBB Stock Details IBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-541
Closed -$60K – 265
2018
Q2 		$60K Hold
541
– – 0.05% 244
2018
Q1 		$57K Buy
541
+166
+44% +$18.4K 0.05% 246
2017
Q4 		$41K Buy
+375
New +$40.1K 0.04% 281

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
DFO
Duquesne Family Office New York $3.38B AUM 61.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Acorn Wealth Advisors's IBB Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of iShares Biotechnology ETF (IBB) in Q3 2018, closing a stake of 541 shares — an estimated $60K sold.

Acorn Wealth Advisors first reported a position in IBB in Q4 2017 and held it in 3 quarters. The position peaked at $60K in Q2 2018. 631 funds tracked by Wall St. Rank hold IBB as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining iShares Biotechnology ETF position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 541 iShares Biotechnology ETF shares in Q3 2018, an estimated $60K.
  • Acorn Wealth Advisors first reported a position in iShares Biotechnology ETF in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's iShares Biotechnology ETF position peaked at $60K in Q2 2018.
  • 631 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.