Global Financial Private Capital’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Global Financial Private Capital’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
2018 Q4	–	Sell	-3,616	Closed	-$215K	–	458
2018 Q3	$215K	Sell	3,616 -1,331	-27%	-$77.7K	0.01%	498
2018 Q2	$271K	Buy	+4,947	New	+$252K	0.01%	466

Other funds holding PBE

ACM

Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Global Financial Private Capital's PBE Position: Q4 2018 in Review

Global Financial Private Capital sold out of Invesco Biotechnology & Genome ETF (PBE) in Q4 2018, closing a stake of 3,616 shares — an estimated $215K sold.

Global Financial Private Capital first reported a position in PBE in Q2 2018 and held it in 2 quarters. The position peaked at $271K in Q2 2018. 71 funds tracked by Wall St. Rank hold PBE as of Q4 2018.

Global Financial Private Capital reported no remaining Invesco Biotechnology & Genome ETF position as of Q4 2018 after selling out during the quarter.
Global Financial Private Capital sold 3,616 Invesco Biotechnology & Genome ETF shares in Q4 2018, an estimated $215K.
Global Financial Private Capital first reported a position in Invesco Biotechnology & Genome ETF in Q2 2018 and held it in 2 quarters.
Global Financial Private Capital's Invesco Biotechnology & Genome ETF position peaked at $271K in Q2 2018.
71 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q4 2018.

Based on Global Financial Private Capital's 13F filing for Q4 2018, filed 5 Feb 2019.