EWM
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Elite Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History

Elite Wealth Management’s Portfolio IBB Stock Details IBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-1,482
Closed -$104K – 888
2013
Q3 		$104K Buy
+1,482
New +$97.1K 0.09% 118

Other funds holding IBB

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Elite Wealth Management's IBB Position: Q4 2013 in Review

Elite Wealth Management sold out of iShares Biotechnology ETF (IBB) in Q4 2013, closing a stake of 1,482 shares — an estimated $104K sold.

Elite Wealth Management first reported a position in IBB in Q3 2013 and held it in 1 quarter. The position peaked at $104K in Q3 2013. 278 funds tracked by Wall St. Rank hold IBB as of Q4 2013.

  • Elite Wealth Management reported no remaining iShares Biotechnology ETF position as of Q4 2013 after selling out during the quarter.
  • Elite Wealth Management sold 1,482 iShares Biotechnology ETF shares in Q4 2013, an estimated $104K.
  • Elite Wealth Management first reported a position in iShares Biotechnology ETF in Q3 2013 and held it in 1 quarter.
  • Elite Wealth Management's iShares Biotechnology ETF position peaked at $104K in Q3 2013.
  • 278 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2013.

Based on Elite Wealth Management's 13F filing for Q4 2013, filed 23 Nov 2016.