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Freedom Investment Management’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Freedom Investment Management’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
2015
Q4 		– Sell
-41,284
Closed -$4.95M – 794
2015
Q3 		$4.95M Buy
41,284
+36,602
+782% +$2.05M 0.5% 25
2015
Q2 		$273K Buy
+4,682
New +$268K 0.03% 524

Other funds holding PBE

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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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TAM
Trillium Asset Management Boston, Massachusetts $3.01B AUM 19.96% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $1.7B AUM 39.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Freedom Investment Management's PBE Position: Q4 2015 in Review

Freedom Investment Management sold out of Invesco Biotechnology & Genome ETF (PBE) in Q4 2015, closing a stake of 41,284 shares — an estimated $4.95M sold.

Freedom Investment Management first reported a position in PBE in Q2 2015 and held it in 2 quarters. The position peaked at $4.95M in Q3 2015. 86 funds tracked by Wall St. Rank hold PBE as of Q4 2015.

  • Freedom Investment Management reported no remaining Invesco Biotechnology & Genome ETF position as of Q4 2015 after selling out during the quarter.
  • Freedom Investment Management sold 41,284 Invesco Biotechnology & Genome ETF shares in Q4 2015, an estimated $4.95M.
  • Freedom Investment Management first reported a position in Invesco Biotechnology & Genome ETF in Q2 2015 and held it in 2 quarters.
  • Freedom Investment Management's Invesco Biotechnology & Genome ETF position peaked at $4.95M in Q3 2015.
  • 86 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q4 2015.

Based on Freedom Investment Management's 13F filing for Q4 2015, filed 5 Jan 2016.