Buffington Mohr McNeal’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Buffington Mohr McNeal’s Portfolio FBT Stock Details FBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-609	Closed	-$92K	–	185
2019 Q1	$92K	Buy	+609	New	+$87.6K	0.03%	153
2015 Q3	–	Sell	-867	Closed	-$107K	–	85
2015 Q2	$107K	Hold	867	–	–	0.06%	92
2015 Q1	$103K	Buy	+867	New	+$98K	0.06%	89

Other funds holding FBT

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Buffington Mohr McNeal's FBT Position: Q2 2019 in Review

Buffington Mohr McNeal sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q2 2019, closing a stake of 609 shares — an estimated $92K sold.

Buffington Mohr McNeal first reported a position in FBT in Q1 2015 and held it in 3 quarters. The position peaked at $107K in Q2 2015. 222 funds tracked by Wall St. Rank hold FBT as of Q2 2019.

Buffington Mohr McNeal reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q2 2019 after selling out during the quarter.
Buffington Mohr McNeal sold 609 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2019, an estimated $92K.
Buffington Mohr McNeal first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2015 and held it in 3 quarters.
Buffington Mohr McNeal's First Trust NYSE Arca Biotechnology Index Fund position peaked at $107K in Q2 2015.
222 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2019.

Based on Buffington Mohr McNeal's 13F filing for Q2 2019, filed 31 Jul 2019.