Fulcrum Capital’s iShares Biotechnology ETF IBB Stock Holding History

Fulcrum Capital’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 Q2	–	Sell	-3,000	Closed	-$320K	–	55
2018 Q1	$320K	Hold	3,000	–	–	0.1%	57
2017 Q4	$320K	Buy	+3,000	New	+$321K	0.1%	61

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fulcrum Capital's IBB Position: Q2 2018 in Review

Fulcrum Capital sold out of iShares Biotechnology ETF (IBB) in Q2 2018, closing a stake of 3,000 shares — an estimated $320K sold.

Fulcrum Capital first reported a position in IBB in Q4 2017 and held it in 2 quarters. The position peaked at $320K in Q1 2018. 609 funds tracked by Wall St. Rank hold IBB as of Q2 2018.

Fulcrum Capital reported no remaining iShares Biotechnology ETF position as of Q2 2018 after selling out during the quarter.
Fulcrum Capital sold 3,000 iShares Biotechnology ETF shares in Q2 2018, an estimated $320K.
Fulcrum Capital first reported a position in iShares Biotechnology ETF in Q4 2017 and held it in 2 quarters.
Fulcrum Capital's iShares Biotechnology ETF position peaked at $320K in Q1 2018.
609 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2018.

Based on Fulcrum Capital's 13F filing for Q2 2018, filed 3 Aug 2018.