Evercore Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History

Evercore 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
2018 Q4	–	Sell	-2,186	Closed	-$267K	–	393
2018 Q3	$267K	Buy	+2,186	New	+$257K	0.01%	356
2018 Q1	–	Sell	-1,596	Closed	-$170K	–	547
2017 Q4	$170K	Hold	1,596	–	–	0.01%	387
2017 Q3	$177K	Hold	1,596	–	–	0.01%	382
2017 Q2	$165K	Hold	1,596	–	–	0.01%	392
2017 Q1	$156K	Buy	1,596 +60	+4%	+$5.74K	0.01%	410
2016 Q4	$136K	Sell	1,536 -870	-36%	-$79.2K	0.01%	439
2016 Q3	$232K	Hold	2,406	–	–	0.01%	348
2016 Q2	$207K	Hold	2,406	–	–	0.01%	353
2016 Q1	$210K	Hold	2,406	–	–	0.01%	347
2015 Q4	$271K	Sell	2,406 -414	-15%	-$44.9K	0.01%	322
2015 Q3	$285K	Buy	2,820 +870	+45%	+$104K	0.01%	335
2015 Q2	$240K	Hold	1,950	–	–	0.01%	391
2015 Q1	$223K	Buy	+1,950	New	+$215K	0.01%	400
2014 Q4	–	Sell	-1,536	Closed	-$140K	–	913
2014 Q3	$140K	Sell	1,536 -300	-16%	-$26.3K	0.01%	460
2014 Q2	$157K	Buy	1,836 +750	+69%	+$59.1K	0.01%	432
2014 Q1	$86K	Hold	1,086	–	–	﹤0.01%	513
2013 Q4	$82K	Hold	1,086	–	–	﹤0.01%	486
2013 Q3	$76K	Sell	1,086 -75	-6%	-$4.91K	﹤0.01%	521
2013 Q2	$67K	Buy	+1,161	New	+$67.1K	﹤0.01%	530

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Evercore Wealth Management's IBB Position: Q4 2018 in Review

Evercore Wealth Management sold out of iShares Biotechnology ETF (IBB) in Q4 2018, closing a stake of 2,186 shares — an estimated $267K sold.

Evercore Wealth Management first reported a position in IBB in Q2 2013 and held it in 19 quarters. The position peaked at $285K in Q3 2015. 649 funds tracked by Wall St. Rank hold IBB as of Q4 2018.

Evercore Wealth Management reported no remaining iShares Biotechnology ETF position as of Q4 2018 after selling out during the quarter.
Evercore Wealth Management sold 2,186 iShares Biotechnology ETF shares in Q4 2018, an estimated $267K.
Evercore Wealth Management first reported a position in iShares Biotechnology ETF in Q2 2013 and held it in 19 quarters.
Evercore Wealth Management's iShares Biotechnology ETF position peaked at $285K in Q3 2015.
649 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2018.

Based on Evercore Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.