AWM
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Altium Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History

Altium Wealth Management’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
Q2 		– Sell
-2,207
Closed -$236K – 272
2018
Q1 		$236K Buy
2,207
+70
+3% +$7.76K 0.09% 147
2017
Q4 		$228K Buy
+2,137
New +$228K 0.1% 142

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Altium Wealth Management's IBB Position: Q2 2018 in Review

Altium Wealth Management sold out of iShares Biotechnology ETF (IBB) in Q2 2018, closing a stake of 2,207 shares — an estimated $236K sold.

Altium Wealth Management first reported a position in IBB in Q4 2017 and held it in 2 quarters. The position peaked at $236K in Q1 2018. 609 funds tracked by Wall St. Rank hold IBB as of Q2 2018.

  • Altium Wealth Management reported no remaining iShares Biotechnology ETF position as of Q2 2018 after selling out during the quarter.
  • Altium Wealth Management sold 2,207 iShares Biotechnology ETF shares in Q2 2018, an estimated $236K.
  • Altium Wealth Management first reported a position in iShares Biotechnology ETF in Q4 2017 and held it in 2 quarters.
  • Altium Wealth Management's iShares Biotechnology ETF position peaked at $236K in Q1 2018.
  • 609 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2018.

Based on Altium Wealth Management's 13F filing for Q2 2018, filed 14 Aug 2018.