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KMG Fiduciary Partners’s iShares Biotechnology ETF IBB Stock Holding History

KMG Fiduciary Partners’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
2020
Q3 		– Sell
-1,586
Closed -$217K – 142
2020
Q2 		$217K Sell
1,586
-625
-28% -$79.7K 0.06% 125
2020
Q1 		$238K Sell
2,211
-658
-23% -$75.8K 0.08% 117
2019
Q4 		$346K Sell
2,869
-4,470
-61% -$499K 0.11% 102
2019
Q3 		$730K Buy
7,339
+805
+12% +$84.3K 0.25% 68
2019
Q2 		$713K Buy
6,534
+1,557
+31% +$166K 0.26% 66
2019
Q1 		$556K Buy
4,977
+2,672
+116% +$293K 0.21% 74
2018
Q4 		$222K Buy
+2,305
New +$245K 0.1% 94

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KMG Fiduciary Partners's IBB Position: Q3 2020 in Review

KMG Fiduciary Partners sold out of iShares Biotechnology ETF (IBB) in Q3 2020, closing a stake of 1,586 shares — an estimated $217K sold.

KMG Fiduciary Partners first reported a position in IBB in Q4 2018 and held it in 7 quarters. The position peaked at $730K in Q3 2019. 784 funds tracked by Wall St. Rank hold IBB as of Q3 2020.

  • KMG Fiduciary Partners reported no remaining iShares Biotechnology ETF position as of Q3 2020 after selling out during the quarter.
  • KMG Fiduciary Partners sold 1,586 iShares Biotechnology ETF shares in Q3 2020, an estimated $217K.
  • KMG Fiduciary Partners first reported a position in iShares Biotechnology ETF in Q4 2018 and held it in 7 quarters.
  • KMG Fiduciary Partners's iShares Biotechnology ETF position peaked at $730K in Q3 2019.
  • 784 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2020.

Based on KMG Fiduciary Partners's 13F filing for Q3 2020, filed 13 Oct 2020.