CAM
FBT icon

Columbia Asset Management’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Columbia Asset Management’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
2017
Q1 		– Sell
-1,500
Closed -$136K – 181
2016
Q4 		$136K Buy
+1,500
New +$140K 0.05% 189

Other funds holding FBT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return
JPCCM
J&P (China) Capital Management Hong Kong, China $586M AUM 82.64% 1-Year Est. Return

Columbia Asset Management's FBT Position: Q1 2017 in Review

Columbia Asset Management sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q1 2017, closing a stake of 1,500 shares — an estimated $136K sold.

Columbia Asset Management first reported a position in FBT in Q4 2016 and held it in 1 quarter. The position peaked at $136K in Q4 2016. 113 funds tracked by Wall St. Rank hold FBT as of Q1 2017.

  • Columbia Asset Management reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q1 2017 after selling out during the quarter.
  • Columbia Asset Management sold 1,500 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2017, an estimated $136K.
  • Columbia Asset Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2016 and held it in 1 quarter.
  • Columbia Asset Management's First Trust NYSE Arca Biotechnology Index Fund position peaked at $136K in Q4 2016.
  • 113 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2017.

Based on Columbia Asset Management's 13F filing for Q1 2017, filed 12 May 2017.