Doyle Wealth Management’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Doyle Wealth Management’s Portfolio PBE Stock Details PBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-50	Closed	-$3K	–	586
2019 Q2	$3K	Buy	+50	New	+$2.59K	﹤0.01%	775
2019 Q1	–	Sell	-50	Closed	-$2K	–	570
2018 Q4	$2K	Buy	+50	New	+$2.57K	﹤0.01%	800

Other funds holding PBE

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

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

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Doyle Wealth Management's PBE Position: Q3 2019 in Review

Doyle Wealth Management sold out of Invesco Biotechnology & Genome ETF (PBE) in Q3 2019, closing a stake of 50 shares — an estimated $3K sold.

Doyle Wealth Management first reported a position in PBE in Q4 2018 and held it in 2 quarters. The position peaked at $3K in Q2 2019. 73 funds tracked by Wall St. Rank hold PBE as of Q3 2019.

Doyle Wealth Management reported no remaining Invesco Biotechnology & Genome ETF position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 50 Invesco Biotechnology & Genome ETF shares in Q3 2019, an estimated $3K.
Doyle Wealth Management first reported a position in Invesco Biotechnology & Genome ETF in Q4 2018 and held it in 2 quarters.
Doyle Wealth Management's Invesco Biotechnology & Genome ETF position peaked at $3K in Q2 2019.
73 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.