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Dynamic Advisor Solutions’s VanEck Biotech ETF BBH Stock Holding History

Dynamic Advisor Solutions’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
2014
Q3 		– Sell
-6,723
Closed -$641K – 197
2014
Q2 		$641K Buy
+6,723
New +$603K 0.39% 78

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U
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
MCM
Murphy Capital Management Bedminster, New Jersey $720M AUM 9.22% 1-Year Est. Return
LFM
Lumina Fund Management New York $164M AUM 27.72% 1-Year Est. Return
ECML
Eagle Capital Management (Louisiana) Mandeville, Louisiana $293M AUM 33.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AHS
Aspiriant Holdings S3 Los Angeles, California $233M AUM 3.13% 1-Year Est. Return

Dynamic Advisor Solutions's BBH Position: Q3 2014 in Review

Dynamic Advisor Solutions sold out of VanEck Biotech ETF (BBH) in Q3 2014, closing a stake of 6,723 shares — an estimated $641K sold.

Dynamic Advisor Solutions first reported a position in BBH in Q2 2014 and held it in 1 quarter. The position peaked at $641K in Q2 2014. 59 funds tracked by Wall St. Rank hold BBH as of Q3 2014.

  • Dynamic Advisor Solutions reported no remaining VanEck Biotech ETF position as of Q3 2014 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 6,723 VanEck Biotech ETF shares in Q3 2014, an estimated $641K.
  • Dynamic Advisor Solutions first reported a position in VanEck Biotech ETF in Q2 2014 and held it in 1 quarter.
  • Dynamic Advisor Solutions's VanEck Biotech ETF position peaked at $641K in Q2 2014.
  • 59 funds tracked by Wall St. Rank held VanEck Biotech ETF as of Q3 2014.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2014, filed 12 Nov 2014.