KCPG
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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return