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Bellwether Investment Group’s iShares Biotechnology ETF IBB Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-108
Closed -$11K – 310
2017
Q1 		$11K Sell
108
-30
-22% -$2.87K 0.03% 462
2016
Q4 		$12K Buy
+138
New +$12.6K 0.01% 591
2016
Q2 		$31K Buy
+357
New +$32K 0.03% 302

Other funds holding IBB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bellwether Investment Group's IBB Position: Q2 2017 in Review

Bellwether Investment Group sold out of iShares Biotechnology ETF (IBB) in Q2 2017, closing a stake of 108 shares — an estimated $11K sold.

Bellwether Investment Group first reported a position in IBB in Q2 2016 and held it in 3 quarters. The position peaked at $31K in Q2 2016. 561 funds tracked by Wall St. Rank hold IBB as of Q2 2017.

  • Bellwether Investment Group reported no remaining iShares Biotechnology ETF position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 108 iShares Biotechnology ETF shares in Q2 2017, an estimated $11K.
  • Bellwether Investment Group first reported a position in iShares Biotechnology ETF in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's iShares Biotechnology ETF position peaked at $31K in Q2 2016.
  • 561 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.