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Fusion Investment Group’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Fusion Investment Group’s Portfolio FBT Stock Details FBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-401
Closed -$31K – 228
2014
Q1 		$31K Sell
401
-47,147
-99% -$3.68M 0.03% 144
2013
Q4 		$3.29M Buy
+47,548
New +$3.12M 2.43% 6

Other funds holding FBT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fusion Investment Group's FBT Position: Q2 2014 in Review

Fusion Investment Group sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q2 2014, closing a stake of 401 shares — an estimated $31K sold.

Fusion Investment Group first reported a position in FBT in Q4 2013 and held it in 2 quarters. The position peaked at $3.29M in Q4 2013. 93 funds tracked by Wall St. Rank hold FBT as of Q2 2014.

  • Fusion Investment Group reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q2 2014 after selling out during the quarter.
  • Fusion Investment Group sold 401 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2014, an estimated $31K.
  • Fusion Investment Group first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2013 and held it in 2 quarters.
  • Fusion Investment Group's First Trust NYSE Arca Biotechnology Index Fund position peaked at $3.29M in Q4 2013.
  • 93 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2014.

Based on Fusion Investment Group's 13F filing for Q2 2014, filed 13 Aug 2014.