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Emerson Investment Management’s iShares Biotechnology ETF IBB Stock Holding History

Emerson Investment 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
2014
Q4 		– Sell
-1,101
Closed -$100K – 165
2014
Q3 		$100K Buy
+1,101
New +$96.6K 0.02% 159

Other funds holding IBB

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Emerson Investment Management's IBB Position: Q4 2014 in Review

Emerson Investment Management sold out of iShares Biotechnology ETF (IBB) in Q4 2014, closing a stake of 1,101 shares — an estimated $100K sold.

Emerson Investment Management first reported a position in IBB in Q3 2014 and held it in 1 quarter. The position peaked at $100K in Q3 2014. 370 funds tracked by Wall St. Rank hold IBB as of Q4 2014.

  • Emerson Investment Management reported no remaining iShares Biotechnology ETF position as of Q4 2014 after selling out during the quarter.
  • Emerson Investment Management sold 1,101 iShares Biotechnology ETF shares in Q4 2014, an estimated $100K.
  • Emerson Investment Management first reported a position in iShares Biotechnology ETF in Q3 2014 and held it in 1 quarter.
  • Emerson Investment Management's iShares Biotechnology ETF position peaked at $100K in Q3 2014.
  • 370 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2014.

Based on Emerson Investment Management's 13F filing for Q4 2014, filed 11 Feb 2015.