Belmont Global Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Belmont Global 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 Q1	–	Sell	-6,225	Closed	-$629K	–	95
2014 Q4	$629K	Hold	6,225	–	–	0.62%	45
2014 Q3	$568K	Buy	+6,225	New	+$546K	0.45%	62
2014 Q1	–	Sell	-16,050	Closed	-$1.22M	–	124
2013 Q4	$1.22M	Buy	+16,050	New	+$1.14M	0.98%	26

Other funds holding IBB

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Belmont Global Advisors's IBB Position: Q1 2015 in Review

Belmont Global Advisors sold out of iShares Biotechnology ETF (IBB) in Q1 2015, closing a stake of 6,225 shares — an estimated $629K sold.

Belmont Global Advisors first reported a position in IBB in Q4 2013 and held it in 3 quarters. The position peaked at $1.22M in Q4 2013. 400 funds tracked by Wall St. Rank hold IBB as of Q1 2015.

Belmont Global Advisors reported no remaining iShares Biotechnology ETF position as of Q1 2015 after selling out during the quarter.
Belmont Global Advisors sold 6,225 iShares Biotechnology ETF shares in Q1 2015, an estimated $629K.
Belmont Global Advisors first reported a position in iShares Biotechnology ETF in Q4 2013 and held it in 3 quarters.
Belmont Global Advisors's iShares Biotechnology ETF position peaked at $1.22M in Q4 2013.
400 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2015.

Based on Belmont Global Advisors's 13F filing for Q1 2015, filed 15 May 2015.