EA
PBE icon

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

Evanston 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
2018
Q4 		– Sell
-4,000
Closed -$238K – 72
2018
Q3 		$238K Hold
4,000
– – 0.05% 63
2018
Q2 		$219K Buy
+4,000
New +$203K 0.05% 61

Other funds holding PBE

ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Evanston Advisors's PBE Position: Q4 2018 in Review

Evanston Advisors sold out of Invesco Biotechnology & Genome ETF (PBE) in Q4 2018, closing a stake of 4,000 shares — an estimated $238K sold.

Evanston Advisors first reported a position in PBE in Q2 2018 and held it in 2 quarters. The position peaked at $238K in Q3 2018. 71 funds tracked by Wall St. Rank hold PBE as of Q4 2018.

  • Evanston Advisors reported no remaining Invesco Biotechnology & Genome ETF position as of Q4 2018 after selling out during the quarter.
  • Evanston Advisors sold 4,000 Invesco Biotechnology & Genome ETF shares in Q4 2018, an estimated $238K.
  • Evanston Advisors first reported a position in Invesco Biotechnology & Genome ETF in Q2 2018 and held it in 2 quarters.
  • Evanston Advisors's Invesco Biotechnology & Genome ETF position peaked at $238K in Q3 2018.
  • 71 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q4 2018.

Based on Evanston Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.