GWMIA
BBH icon

Global Wealth Management Investment Advisory’s VanEck Biotech ETF BBH Stock Holding History

Global Wealth Management Investment Advisory’s Portfolio BBH Stock Details BBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-38
Closed -$4K – 674
2018
Q4 		$4K Buy
+38
New +$4.59K ﹤0.01% 499

Other funds holding BBH

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
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MCM
Murphy Capital Management Bedminster, New Jersey $720M AUM 9.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
MJRIC
Mogy Joel R Investment Counsel Beverly Hills, California $1.75B AUM 17.81% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return

Global Wealth Management Investment Advisory's BBH Position: Q1 2019 in Review

Global Wealth Management Investment Advisory sold out of VanEck Biotech ETF (BBH) in Q1 2019, closing a stake of 38 shares — an estimated $4K sold.

Global Wealth Management Investment Advisory first reported a position in BBH in Q4 2018 and held it in 1 quarter. The position peaked at $4K in Q4 2018. 90 funds tracked by Wall St. Rank hold BBH as of Q1 2019.

  • Global Wealth Management Investment Advisory reported no remaining VanEck Biotech ETF position as of Q1 2019 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 38 VanEck Biotech ETF shares in Q1 2019, an estimated $4K.
  • Global Wealth Management Investment Advisory first reported a position in VanEck Biotech ETF in Q4 2018 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's VanEck Biotech ETF position peaked at $4K in Q4 2018.
  • 90 funds tracked by Wall St. Rank held VanEck Biotech ETF as of Q1 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2019, filed 10 May 2019.