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Courier Capital’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Courier Capital’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
2018
Q1 		– Sell
-2,000
Closed -$250K – 304
2017
Q4 		$250K Buy
+2,000
New +$247K 0.03% 252

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Courier Capital's FBT Position: Q1 2018 in Review

Courier Capital sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q1 2018, closing a stake of 2,000 shares — an estimated $250K sold.

Courier Capital first reported a position in FBT in Q4 2017 and held it in 1 quarter. The position peaked at $250K in Q4 2017. 154 funds tracked by Wall St. Rank hold FBT as of Q1 2018.

  • Courier Capital reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q1 2018 after selling out during the quarter.
  • Courier Capital sold 2,000 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2018, an estimated $250K.
  • Courier Capital first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2017 and held it in 1 quarter.
  • Courier Capital's First Trust NYSE Arca Biotechnology Index Fund position peaked at $250K in Q4 2017.
  • 154 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2018.

Based on Courier Capital's 13F filing for Q1 2018, filed 27 Apr 2018.