Cornerstone Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History

Cornerstone Wealth Management’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 Q4	–	Sell	-132,402	Closed	-$390K	–	704
2018 Q3	$390K	Sell	132,402 -24,831	-16%	-$2.92M	﹤0.01%	993
2018 Q2	$1.42M	Buy	+157,233	New	+$16.8M	0.02%	647
2016 Q1	$287K	Buy	+70,569	New	+$6.31M	0.22%	75

Other funds holding IBB

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Cornerstone Wealth Management's IBB Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of iShares Biotechnology ETF (IBB) in Q4 2018, closing a stake of 132,402 shares — an estimated $390K sold.

Cornerstone Wealth Management first reported a position in IBB in Q1 2016 and held it in 3 quarters. The position peaked at $1.42M in Q2 2018. 649 funds tracked by Wall St. Rank hold IBB as of Q4 2018.

Cornerstone Wealth Management reported no remaining iShares Biotechnology ETF position as of Q4 2018 after selling out during the quarter.
Cornerstone Wealth Management sold 132,402 iShares Biotechnology ETF shares in Q4 2018, an estimated $390K.
Cornerstone Wealth Management first reported a position in iShares Biotechnology ETF in Q1 2016 and held it in 3 quarters.
Cornerstone Wealth Management's iShares Biotechnology ETF position peaked at $1.42M in Q2 2018.
649 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.