Dowling & Yahnke’s VanEck Biotech ETF BBH Stock Holding History

Dowling & Yahnke’s Portfolio BBH Stock Details BBH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-815	Closed	-$114K	–	294
2019 Q4	$114K	Buy	+815	New	+$107K	0.01%	303

Other funds holding BBH

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

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

Goldman Sachs New York $871B AUM 31.28% 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

MCM

Murphy Capital Management Bedminster, New Jersey $720M AUM 9.22% 1-Year Est. Return

MJRIC

Mogy Joel R Investment Counsel Beverly Hills, California $1.75B AUM 17.81% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BRM

Boston Research & Management Manchester, Massachusetts $421M AUM 16.18% 1-Year Est. Return

Dowling & Yahnke's BBH Position: Q1 2020 in Review

Dowling & Yahnke sold out of VanEck Biotech ETF (BBH) in Q1 2020, closing a stake of 815 shares — an estimated $114K sold.

Dowling & Yahnke first reported a position in BBH in Q4 2019 and held it in 1 quarter. The position peaked at $114K in Q4 2019. 83 funds tracked by Wall St. Rank hold BBH as of Q1 2020.

Dowling & Yahnke reported no remaining VanEck Biotech ETF position as of Q1 2020 after selling out during the quarter.
Dowling & Yahnke sold 815 VanEck Biotech ETF shares in Q1 2020, an estimated $114K.
Dowling & Yahnke first reported a position in VanEck Biotech ETF in Q4 2019 and held it in 1 quarter.
Dowling & Yahnke's VanEck Biotech ETF position peaked at $114K in Q4 2019.
83 funds tracked by Wall St. Rank held VanEck Biotech ETF as of Q1 2020.

Based on Dowling & Yahnke's 13F filing for Q1 2020, filed 15 May 2020.