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EP Wealth Advisors’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

EP Wealth Advisors’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
Q2 		– Sell
-16,198
Closed -$894K – 336
2019
Q1 		$894K Sell
16,198
-690
-4% -$36.5K 0.09% 121
2018
Q4 		$795K Buy
+16,888
New +$868K 0.06% 138

Other funds holding PBE

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

EP Wealth Advisors's PBE Position: Q2 2019 in Review

EP Wealth Advisors sold out of Invesco Biotechnology & Genome ETF (PBE) in Q2 2019, closing a stake of 16,198 shares — an estimated $894K sold.

EP Wealth Advisors first reported a position in PBE in Q4 2018 and held it in 2 quarters. The position peaked at $894K in Q1 2019. 81 funds tracked by Wall St. Rank hold PBE as of Q2 2019.

  • EP Wealth Advisors reported no remaining Invesco Biotechnology & Genome ETF position as of Q2 2019 after selling out during the quarter.
  • EP Wealth Advisors sold 16,198 Invesco Biotechnology & Genome ETF shares in Q2 2019, an estimated $894K.
  • EP Wealth Advisors first reported a position in Invesco Biotechnology & Genome ETF in Q4 2018 and held it in 2 quarters.
  • EP Wealth Advisors's Invesco Biotechnology & Genome ETF position peaked at $894K in Q1 2019.
  • 81 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q2 2019.

Based on EP Wealth Advisors's 13F filing for Q2 2019, filed 27 Aug 2019.