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Capital Directions Investment Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Capital Directions Investment 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
2018
Q3 		– Sell
-156
Closed -$17K – 178
2018
Q2 		$17K Buy
+156
New +$16.7K 0.01% 114

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
DFO
Duquesne Family Office New York $3.38B AUM 61.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital Directions Investment Advisors's IBB Position: Q3 2018 in Review

Capital Directions Investment Advisors sold out of iShares Biotechnology ETF (IBB) in Q3 2018, closing a stake of 156 shares — an estimated $17K sold.

Capital Directions Investment Advisors first reported a position in IBB in Q2 2018 and held it in 1 quarter. The position peaked at $17K in Q2 2018. 631 funds tracked by Wall St. Rank hold IBB as of Q3 2018.

  • Capital Directions Investment Advisors reported no remaining iShares Biotechnology ETF position as of Q3 2018 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 156 iShares Biotechnology ETF shares in Q3 2018, an estimated $17K.
  • Capital Directions Investment Advisors first reported a position in iShares Biotechnology ETF in Q2 2018 and held it in 1 quarter.
  • Capital Directions Investment Advisors's iShares Biotechnology ETF position peaked at $17K in Q2 2018.
  • 631 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2018.

Based on Capital Directions Investment Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.