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Independent Portfolio Consultants’s iShares Biotechnology ETF IBB Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		$51K Buy
495
+105
+27% +$10.3K 0.02% 511
2017
Q1 		$38K Buy
+390
New +$37.3K 0.01% 599

Other funds holding IBB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Independent Portfolio Consultants's IBB Position: Q2 2017 in Review

Independent Portfolio Consultants increased its iShares Biotechnology ETF (IBB) stake by 27% in Q2 2017, buying an estimated $10.3K and bringing the position to 495 shares worth $51K. The position accounts for 0.02% of the portfolio, ranked #511.

Independent Portfolio Consultants first reported a position in IBB in Q1 2017 and has held it in 2 quarters since. 562 funds tracked by Wall St. Rank hold IBB as of Q2 2017.

  • Independent Portfolio Consultants held 495 shares of iShares Biotechnology ETF worth $51K as of Q2 2017.
  • Independent Portfolio Consultants bought 105 iShares Biotechnology ETF shares in Q2 2017, an estimated $10.3K.
  • iShares Biotechnology ETF made up 0.02% of Independent Portfolio Consultants's portfolio in Q2 2017, its #511 holding.
  • Independent Portfolio Consultants first reported a position in iShares Biotechnology ETF in Q1 2017 and has held it in 2 quarters since.
  • 562 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.