Kavar Capital Partners Group’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Kavar Capital Partners Group’s Portfolio FBT Stock Details FBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-100	Closed	-$14K	–	239
2019 Q2	$14K	Buy	+100	New	+$13.8K	0.01%	334
2018 Q3	–	Sell	-100	Closed	-$14K	–	202
2018 Q2	$14K	Hold	100	–	–	0.01%	291
2018 Q1	$13K	Buy	+100	New	+$13.7K	0.01%	298
2016 Q1	–	Sell	-100	Closed	-$11K	–	188
2015 Q4	$11K	Hold	100	–	–	0.01%	260
2015 Q3	$10K	Hold	100	–	–	0.01%	280
2015 Q2	$12K	Buy	+100	New	+$12.1K	0.01%	292
2014 Q2	–	Sell	-500	Closed	-$38K	–	233
2014 Q1	$38K	Buy	500 +400	+400%	+$31.2K	0.03%	213
2013 Q4	$6K	Buy	+100	New	+$6.56K	0.01%	317

Other funds holding FBT

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Kavar Capital Partners Group's FBT Position: Q3 2019 in Review

Kavar Capital Partners Group sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q3 2019, closing a stake of 100 shares — an estimated $14K sold.

Kavar Capital Partners Group first reported a position in FBT in Q4 2013 and held it in 8 quarters. The position peaked at $38K in Q1 2014. 188 funds tracked by Wall St. Rank hold FBT as of Q3 2019.

Kavar Capital Partners Group reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q3 2019 after selling out during the quarter.
Kavar Capital Partners Group sold 100 First Trust NYSE Arca Biotechnology Index Fund shares in Q3 2019, an estimated $14K.
Kavar Capital Partners Group first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2013 and held it in 8 quarters.
Kavar Capital Partners Group's First Trust NYSE Arca Biotechnology Index Fund position peaked at $38K in Q1 2014.
188 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q3 2019.

Based on Kavar Capital Partners Group's 13F filing for Q3 2019, filed 12 Nov 2019.