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Lehman Financial Resources’s iShares Biotechnology ETF IBB Stock Holding History

Lehman Financial Resources’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
2018
Q3 		$1.44M Buy
11,827
+177
+2% +$20.8K 0.68% 29
2018
Q2 		$1.28M Sell
11,650
-150
-1% -$16K 0.64% 29
2018
Q1 		$1.26M Sell
11,800
-48
-0.4% -$5.32K 0.64% 29
2017
Q4 		$1.26M Buy
+11,848
New +$1.27M 0.66% 28

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
DFO
Duquesne Family Office New York $3.38B AUM 61.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lehman Financial Resources's IBB Position: Q3 2018 in Review

Lehman Financial Resources increased its iShares Biotechnology ETF (IBB) stake by 1.5% in Q3 2018, buying an estimated $20.8K and bringing the position to 11,827 shares worth $1.44M. The position accounts for 0.68% of the portfolio, ranked #29.

Lehman Financial Resources first reported a position in IBB in Q4 2017 and has held it in 4 quarters since. 631 funds tracked by Wall St. Rank hold IBB as of Q3 2018.

  • Lehman Financial Resources held 11,827 shares of iShares Biotechnology ETF worth $1.44M as of Q3 2018.
  • Lehman Financial Resources bought 177 iShares Biotechnology ETF shares in Q3 2018, an estimated $20.8K.
  • iShares Biotechnology ETF made up 0.68% of Lehman Financial Resources's portfolio in Q3 2018, its #29 holding.
  • Lehman Financial Resources first reported a position in iShares Biotechnology ETF in Q4 2017 and has held it in 4 quarters since.
  • 631 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2018.

Based on Lehman Financial Resources's 13F filing for Q3 2018, filed 14 Nov 2018.