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Biegel & Waller’s iShares Biotechnology ETF IBB Stock Holding History

Biegel & Waller’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
Q3 		– Sell
-2,301
Closed -$238K – 59
2017
Q2 		$238K Hold
2,301
– – 0.15% 47
2017
Q1 		$225K Sell
2,301
-1,002
-30% -$95.9K 0.16% 42
2016
Q4 		$299K Buy
+3,303
New +$301K 0.21% 31

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Clal Insurance
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Churchill Management
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Biegel & Waller's IBB Position: Q3 2017 in Review

Biegel & Waller sold out of iShares Biotechnology ETF (IBB) in Q3 2017, closing a stake of 2,301 shares — an estimated $238K sold.

Biegel & Waller first reported a position in IBB in Q4 2016 and held it in 3 quarters. The position peaked at $299K in Q4 2016. 584 funds tracked by Wall St. Rank hold IBB as of Q3 2017.

  • Biegel & Waller reported no remaining iShares Biotechnology ETF position as of Q3 2017 after selling out during the quarter.
  • Biegel & Waller sold 2,301 iShares Biotechnology ETF shares in Q3 2017, an estimated $238K.
  • Biegel & Waller first reported a position in iShares Biotechnology ETF in Q4 2016 and held it in 3 quarters.
  • Biegel & Waller's iShares Biotechnology ETF position peaked at $299K in Q4 2016.
  • 584 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2017.

Based on Biegel & Waller's 13F filing for Q3 2017, filed 3 Nov 2017.