Kavar Capital Partners Group’s iShares Biotechnology ETF IBB Stock Holding History

Kavar Capital Partners Group’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
2016 Q1	–	Sell	-153	Closed	-$17K	–	218
2015 Q4	$17K	Sell	153 -600	-80%	-$65.1K	0.01%	235
2015 Q3	$76K	Sell	753 -150	-17%	-$18K	0.05%	147
2015 Q2	$111K	Buy	+903	New	+$108K	0.08%	139
2014 Q2	–	Sell	-1,098	Closed	-$86K	–	269
2014 Q1	$86K	Hold	1,098	–	–	0.07%	164
2013 Q4	$83K	Buy	+1,098	New	+$77.9K	0.07%	159

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Kavar Capital Partners Group's IBB Position: Q1 2016 in Review

Kavar Capital Partners Group sold out of iShares Biotechnology ETF (IBB) in Q1 2016, closing a stake of 153 shares — an estimated $17K sold.

Kavar Capital Partners Group first reported a position in IBB in Q4 2013 and held it in 5 quarters. The position peaked at $111K in Q2 2015. 415 funds tracked by Wall St. Rank hold IBB as of Q1 2016.

Kavar Capital Partners Group reported no remaining iShares Biotechnology ETF position as of Q1 2016 after selling out during the quarter.
Kavar Capital Partners Group sold 153 iShares Biotechnology ETF shares in Q1 2016, an estimated $17K.
Kavar Capital Partners Group first reported a position in iShares Biotechnology ETF in Q4 2013 and held it in 5 quarters.
Kavar Capital Partners Group's iShares Biotechnology ETF position peaked at $111K in Q2 2015.
415 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2016.

Based on Kavar Capital Partners Group's 13F filing for Q1 2016, filed 13 May 2019.