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Kabarec Financial Advisors’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Kabarec Financial Advisors’s Portfolio PBE Stock Details PBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-2,780
Closed -$137K – 92
2018
Q1 		$137K Hold
2,780
– – 0.09% 47
2017
Q4 		$131K Buy
+2,780
New +$130K 0.08% 47

Other funds holding PBE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAS
Cue Advisory Services Phoenix, Arizona $167M AUM 18.62% 1-Year Est. Return
AFM
Abbot Financial Management Andover, Massachusetts $239M AUM 27.19% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Kabarec Financial Advisors's PBE Position: Q2 2018 in Review

Kabarec Financial Advisors sold out of Invesco Biotechnology & Genome ETF (PBE) in Q2 2018, closing a stake of 2,780 shares — an estimated $137K sold.

Kabarec Financial Advisors first reported a position in PBE in Q4 2017 and held it in 2 quarters. The position peaked at $137K in Q1 2018. 73 funds tracked by Wall St. Rank hold PBE as of Q2 2018.

  • Kabarec Financial Advisors reported no remaining Invesco Biotechnology & Genome ETF position as of Q2 2018 after selling out during the quarter.
  • Kabarec Financial Advisors sold 2,780 Invesco Biotechnology & Genome ETF shares in Q2 2018, an estimated $137K.
  • Kabarec Financial Advisors first reported a position in Invesco Biotechnology & Genome ETF in Q4 2017 and held it in 2 quarters.
  • Kabarec Financial Advisors's Invesco Biotechnology & Genome ETF position peaked at $137K in Q1 2018.
  • 73 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q2 2018.

Based on Kabarec Financial Advisors's 13F filing for Q2 2018, filed 9 Aug 2018.