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Girard Partners’s iShares Biotechnology ETF IBB Stock Holding History

Girard Partners’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
Q4 		– Sell
-295
Closed -$35K – 485
2018
Q3 		$35K Buy
+295
New +$34.7K 0.01% 508
2017
Q1 		– Sell
-2,529
Closed -$224K – 234
2016
Q4 		$224K Buy
+2,529
New +$230K 0.07% 198

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Girard Partners's IBB Position: Q4 2018 in Review

Girard Partners sold out of iShares Biotechnology ETF (IBB) in Q4 2018, closing a stake of 295 shares — an estimated $35K sold.

Girard Partners first reported a position in IBB in Q4 2016 and held it in 2 quarters. The position peaked at $224K in Q4 2016. 649 funds tracked by Wall St. Rank hold IBB as of Q4 2018.

  • Girard Partners reported no remaining iShares Biotechnology ETF position as of Q4 2018 after selling out during the quarter.
  • Girard Partners sold 295 iShares Biotechnology ETF shares in Q4 2018, an estimated $35K.
  • Girard Partners first reported a position in iShares Biotechnology ETF in Q4 2016 and held it in 2 quarters.
  • Girard Partners's iShares Biotechnology ETF position peaked at $224K in Q4 2016.
  • 649 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.