EDRH
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Edmond de Rothschild Holding’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Edmond de Rothschild Holding’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
2015
Q3 		– Sell
-80
Closed -$10K – 851
2015
Q2 		$10K Buy
+80
New +$9.66K ﹤0.01% 765

Other funds holding FBT

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Edmond de Rothschild Holding's FBT Position: Q3 2015 in Review

Edmond de Rothschild Holding sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q3 2015, closing a stake of 80 shares — an estimated $10K sold.

Edmond de Rothschild Holding first reported a position in FBT in Q2 2015 and held it in 1 quarter. The position peaked at $10K in Q2 2015. 126 funds tracked by Wall St. Rank hold FBT as of Q3 2015.

  • Edmond de Rothschild Holding reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q3 2015 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 80 First Trust NYSE Arca Biotechnology Index Fund shares in Q3 2015, an estimated $10K.
  • Edmond de Rothschild Holding first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2015 and held it in 1 quarter.
  • Edmond de Rothschild Holding's First Trust NYSE Arca Biotechnology Index Fund position peaked at $10K in Q2 2015.
  • 126 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q3 2015.

Based on Edmond de Rothschild Holding's 13F filing for Q3 2015, filed 16 Nov 2015.