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Jackson Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History

Jackson Wealth Management’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
2015
Q4 		– Sell
-2,391
Closed -$242K – 87
2015
Q3 		$242K Buy
2,391
+324
+16% +$38.9K 0.09% 93
2015
Q2 		$248K Sell
2,067
-534
-21% -$63.9K 0.08% 98
2015
Q1 		$298K Sell
2,601
-1,191
-31% -$131K 0.1% 96
2014
Q4 		$383K Buy
+3,792
New +$369K 0.12% 92

Other funds holding IBB

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jackson Wealth Management's IBB Position: Q4 2015 in Review

Jackson Wealth Management sold out of iShares Biotechnology ETF (IBB) in Q4 2015, closing a stake of 2,391 shares — an estimated $242K sold.

Jackson Wealth Management first reported a position in IBB in Q4 2014 and held it in 4 quarters. The position peaked at $383K in Q4 2014. 432 funds tracked by Wall St. Rank hold IBB as of Q4 2015.

  • Jackson Wealth Management reported no remaining iShares Biotechnology ETF position as of Q4 2015 after selling out during the quarter.
  • Jackson Wealth Management sold 2,391 iShares Biotechnology ETF shares in Q4 2015, an estimated $242K.
  • Jackson Wealth Management first reported a position in iShares Biotechnology ETF in Q4 2014 and held it in 4 quarters.
  • Jackson Wealth Management's iShares Biotechnology ETF position peaked at $383K in Q4 2014.
  • 432 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2015.

Based on Jackson Wealth Management's 13F filing for Q4 2015, filed 4 Feb 2016.