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

Jacobus 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
2017 Q3	$684K	Buy	6,150 +195	+3%	+$20.8K	0.18%	88
2017 Q2	$616K	Hold	5,955	–	–	0.17%	94
2017 Q1	$582K	Buy	5,955 +990	+20%	+$94.8K	0.16%	92
2016 Q4	$439K	Buy	4,965 +96	+2%	+$8.74K	0.13%	111
2016 Q3	$470K	Buy	4,869 +72	+2%	+$6.85K	0.14%	108
2016 Q2	$411K	Buy	4,797 +336	+8%	+$30.1K	0.13%	117
2016 Q1	$388K	Hold	4,461	–	–	0.11%	145
2015 Q4	$503K	Hold	4,461	–	–	0.14%	122
2015 Q3	$451K	Hold	4,461	–	–	0.13%	128
2015 Q2	$549K	Buy	4,461 +2,676	+150%	+$320K	0.14%	123
2015 Q1	$204K	Buy	+1,785	New	+$197K	0.05%	211

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

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

Jacobus Wealth Management's IBB Position: Q3 2017 in Review

Jacobus Wealth Management increased its iShares Biotechnology ETF (IBB) stake by 3.3% in Q3 2017, buying an estimated $20.8K and bringing the position to 6,150 shares worth $684K. The position accounts for 0.18% of the portfolio, ranked #88.

Jacobus Wealth Management first reported a position in IBB in Q1 2015 and has held it in 11 quarters since. 583 funds tracked by Wall St. Rank hold IBB as of Q3 2017.

Jacobus Wealth Management held 6,150 shares of iShares Biotechnology ETF worth $684K as of Q3 2017.
Jacobus Wealth Management bought 195 iShares Biotechnology ETF shares in Q3 2017, an estimated $20.8K.
iShares Biotechnology ETF made up 0.18% of Jacobus Wealth Management's portfolio in Q3 2017, its #88 holding.
Jacobus Wealth Management first reported a position in iShares Biotechnology ETF in Q1 2015 and has held it in 11 quarters since.
583 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2017.

Based on Jacobus Wealth Management's 13F filing for Q3 2017, filed 31 Oct 2017.