Jackson Grant Investment Advisers’s iShares Biotechnology ETF IBB Stock Holding History

Jackson Grant Investment Advisers’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	-387	Closed	-$47K	–	248
2018 Q3	$47K	Buy	387 +1	+0.3%	+$118	0.03%	148
2018 Q2	$42K	Sell	386 -81	-17%	-$8.66K	0.03%	160
2018 Q1	$50K	Buy	467 +386	+477%	+$42.8K	0.04%	145
2017 Q4	$9K	Hold	81	–	–	0.01%	196
2017 Q3	$9K	Hold	81	–	–	0.01%	194
2017 Q2	$8K	Hold	81	–	–	0.01%	173
2017 Q1	$8K	Hold	81	–	–	0.01%	165
2016 Q4	$7K	Hold	81	–	–	0.01%	165
2016 Q3	$8K	Hold	81	–	–	0.01%	159
2016 Q2	$7K	Hold	81	–	–	0.01%	155
2016 Q1	$7K	Hold	81	–	–	0.01%	150
2015 Q4	$9K	Buy	+81	New	+$8.79K	0.01%	168

Other funds holding IBB

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Jackson Grant Investment Advisers's IBB Position: Q4 2018 in Review

Jackson Grant Investment Advisers sold out of iShares Biotechnology ETF (IBB) in Q4 2018, closing a stake of 387 shares — an estimated $47K sold.

Jackson Grant Investment Advisers first reported a position in IBB in Q4 2015 and held it in 12 quarters. The position peaked at $50K in Q1 2018. 649 funds tracked by Wall St. Rank hold IBB as of Q4 2018.

Jackson Grant Investment Advisers reported no remaining iShares Biotechnology ETF position as of Q4 2018 after selling out during the quarter.
Jackson Grant Investment Advisers sold 387 iShares Biotechnology ETF shares in Q4 2018, an estimated $47K.
Jackson Grant Investment Advisers first reported a position in iShares Biotechnology ETF in Q4 2015 and held it in 12 quarters.
Jackson Grant Investment Advisers's iShares Biotechnology ETF position peaked at $50K in Q1 2018.
649 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2018.

Based on Jackson Grant Investment Advisers's 13F filing for Q4 2018, filed 23 Jan 2019.