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Arbor Investment Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Arbor Investment 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
2015
Q3 		– Sell
-1,761
Closed -$217K – 41
2015
Q2 		$217K Sell
1,761
-330
-16% -$39.5K 0.12% 39
2015
Q1 		$240K Hold
2,091
– – 0.13% 37
2014
Q4 		$212K Buy
+2,091
New +$203K 0.12% 43

Other funds holding IBB

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
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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Arbor Investment Advisors's IBB Position: Q3 2015 in Review

Arbor Investment Advisors sold out of iShares Biotechnology ETF (IBB) in Q3 2015, closing a stake of 1,761 shares — an estimated $217K sold.

Arbor Investment Advisors first reported a position in IBB in Q4 2014 and held it in 3 quarters. The position peaked at $240K in Q1 2015. 415 funds tracked by Wall St. Rank hold IBB as of Q3 2015.

  • Arbor Investment Advisors reported no remaining iShares Biotechnology ETF position as of Q3 2015 after selling out during the quarter.
  • Arbor Investment Advisors sold 1,761 iShares Biotechnology ETF shares in Q3 2015, an estimated $217K.
  • Arbor Investment Advisors first reported a position in iShares Biotechnology ETF in Q4 2014 and held it in 3 quarters.
  • Arbor Investment Advisors's iShares Biotechnology ETF position peaked at $240K in Q1 2015.
  • 415 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2015.

Based on Arbor Investment Advisors's 13F filing for Q3 2015, filed 23 Oct 2015.