Geller Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Geller Advisors’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
2019 Q4	–	Sell	-5,700	Closed	-$567K	–	70
2019 Q3	$567K	Buy	+5,700	New	+$597K	0.21%	22

Other funds holding IBB

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

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Geller Advisors's IBB Position: Q4 2019 in Review

Geller Advisors sold out of iShares Biotechnology ETF (IBB) in Q4 2019, closing a stake of 5,700 shares — an estimated $567K sold.

Geller Advisors first reported a position in IBB in Q3 2019 and held it in 1 quarter. The position peaked at $567K in Q3 2019. 710 funds tracked by Wall St. Rank hold IBB as of Q4 2019.

Geller Advisors reported no remaining iShares Biotechnology ETF position as of Q4 2019 after selling out during the quarter.
Geller Advisors sold 5,700 iShares Biotechnology ETF shares in Q4 2019, an estimated $567K.
Geller Advisors first reported a position in iShares Biotechnology ETF in Q3 2019 and held it in 1 quarter.
Geller Advisors's iShares Biotechnology ETF position peaked at $567K in Q3 2019.
710 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2019.

Based on Geller Advisors's 13F filing for Q4 2019, filed 12 Feb 2020.