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Ancora Family Wealth Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Ancora Family 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
2016
Q3 		$308K Buy
3,192
+282
+10% +$26.8K 0.11% 161
2016
Q2 		$250K Sell
2,910
-447
-13% -$40.1K 0.09% 164
2016
Q1 		$292K Buy
3,357
+1,500
+81% +$134K 0.12% 147
2015
Q4 		$209K Sell
1,857
-300
-14% -$32.6K 0.09% 171
2015
Q3 		$218K Buy
+2,157
New +$259K 0.09% 174

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Ancora Family Wealth Advisors's IBB Position: Q3 2016 in Review

Ancora Family Wealth Advisors increased its iShares Biotechnology ETF (IBB) stake by 9.7% in Q3 2016, buying an estimated $26.8K and bringing the position to 3,192 shares worth $308K. The position accounts for 0.11% of the portfolio, ranked #161.

Ancora Family Wealth Advisors first reported a position in IBB in Q3 2015 and has held it in 5 quarters since. 464 funds tracked by Wall St. Rank hold IBB as of Q3 2016.

  • Ancora Family Wealth Advisors held 3,192 shares of iShares Biotechnology ETF worth $308K as of Q3 2016.
  • Ancora Family Wealth Advisors bought 282 iShares Biotechnology ETF shares in Q3 2016, an estimated $26.8K.
  • iShares Biotechnology ETF made up 0.11% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #161 holding.
  • Ancora Family Wealth Advisors first reported a position in iShares Biotechnology ETF in Q3 2015 and has held it in 5 quarters since.
  • 464 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.