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Integrated Wealth Counsel’s iShares Biotechnology ETF IBB Stock Holding History

Integrated Wealth Counsel’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
2014
Q2 		– Sell
-120
Closed -$9K – 120
2014
Q1 		$9K Hold
120
– – 0.01% 135
2013
Q4 		$9K Buy
+120
New +$8.51K 0.01% 150

Other funds holding IBB

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Integrated Wealth Counsel's IBB Position: Q2 2014 in Review

Integrated Wealth Counsel sold out of iShares Biotechnology ETF (IBB) in Q2 2014, closing a stake of 120 shares — an estimated $9K sold.

Integrated Wealth Counsel first reported a position in IBB in Q4 2013 and held it in 2 quarters. The position peaked at $9K in Q1 2014. 307 funds tracked by Wall St. Rank hold IBB as of Q2 2014.

  • Integrated Wealth Counsel reported no remaining iShares Biotechnology ETF position as of Q2 2014 after selling out during the quarter.
  • Integrated Wealth Counsel sold 120 iShares Biotechnology ETF shares in Q2 2014, an estimated $9K.
  • Integrated Wealth Counsel first reported a position in iShares Biotechnology ETF in Q4 2013 and held it in 2 quarters.
  • Integrated Wealth Counsel's iShares Biotechnology ETF position peaked at $9K in Q1 2014.
  • 307 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2014.

Based on Integrated Wealth Counsel's 13F filing for Q2 2014, filed 12 Aug 2014.