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Foster & Motley’s iShares Biotechnology ETF IBB Stock Holding History

Foster & Motley’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
2017
Q3 		– Sell
-2,340
Closed -$242K – 211
2017
Q2 		$242K Buy
2,340
+240
+11% +$23.6K 0.04% 183
2017
Q1 		$205K Buy
+2,100
New +$201K 0.04% 182

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Foster & Motley's IBB Position: Q3 2017 in Review

Foster & Motley sold out of iShares Biotechnology ETF (IBB) in Q3 2017, closing a stake of 2,340 shares — an estimated $242K sold.

Foster & Motley first reported a position in IBB in Q1 2017 and held it in 2 quarters. The position peaked at $242K in Q2 2017. 583 funds tracked by Wall St. Rank hold IBB as of Q3 2017.

  • Foster & Motley reported no remaining iShares Biotechnology ETF position as of Q3 2017 after selling out during the quarter.
  • Foster & Motley sold 2,340 iShares Biotechnology ETF shares in Q3 2017, an estimated $242K.
  • Foster & Motley first reported a position in iShares Biotechnology ETF in Q1 2017 and held it in 2 quarters.
  • Foster & Motley's iShares Biotechnology ETF position peaked at $242K in Q2 2017.
  • 583 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2017.

Based on Foster & Motley's 13F filing for Q3 2017, filed 19 Oct 2017.