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B. Riley Financial’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

B. Riley Financial’s Portfolio PBE Stock Details PBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-6,982
Closed -$415K – 171
2018
Q3 		$415K Buy
6,982
+880
+14% +$51.3K 0.12% 129
2018
Q2 		$334K Hold
6,102
– – 0.09% 217
2018
Q1 		$300K Hold
6,102
– – 0.08% 220
2017
Q4 		$288K Hold
6,102
– – 0.08% 229
2017
Q3 		$305K Hold
6,102
– – 0.08% 218
2017
Q2 		$279K Hold
6,102
– – 0.08% 180
2017
Q1 		$258K Hold
6,102
– – 0.13% 126
2016
Q4 		$237K Buy
6,102
+628
+11% +$25.4K 0.16% 118
2016
Q3 		$230K Hold
5,474
– – 0.15% 111
2016
Q2 		$202K Buy
+5,474
New +$215K 0.12% 119

Other funds holding PBE

ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

B. Riley Financial's PBE Position: Q4 2018 in Review

B. Riley Financial sold out of Invesco Biotechnology & Genome ETF (PBE) in Q4 2018, closing a stake of 6,982 shares — an estimated $415K sold.

B. Riley Financial first reported a position in PBE in Q2 2016 and held it in 10 quarters. The position peaked at $415K in Q3 2018. 71 funds tracked by Wall St. Rank hold PBE as of Q4 2018.

  • B. Riley Financial reported no remaining Invesco Biotechnology & Genome ETF position as of Q4 2018 after selling out during the quarter.
  • B. Riley Financial sold 6,982 Invesco Biotechnology & Genome ETF shares in Q4 2018, an estimated $415K.
  • B. Riley Financial first reported a position in Invesco Biotechnology & Genome ETF in Q2 2016 and held it in 10 quarters.
  • B. Riley Financial's Invesco Biotechnology & Genome ETF position peaked at $415K in Q3 2018.
  • 71 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q4 2018.

Based on B. Riley Financial's 13F filing for Q4 2018, filed 7 Feb 2019.