MassMutual Private Wealth & Trust’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

MassMutual Private Wealth & Trust’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 Q4	–	Sell	-110	Closed	-$14K	–	819
2019 Q3	$14K	Hold	110	–	–	﹤0.01%	545
2019 Q2	$15K	Hold	110	–	–	﹤0.01%	534
2019 Q1	$16.6K	Hold	110	–	–	﹤0.01%	529
2018 Q4	$13.7K	Hold	110	–	–	﹤0.01%	527
2018 Q3	$17.4K	Sell	110 -37	-25%	-$5.6K	﹤0.01%	525
2018 Q2	$20.6K	Buy	147 +37	+34%	+$5.08K	﹤0.01%	496
2018 Q1	$14.6K	Hold	110	–	–	﹤0.01%	552
2017 Q4	$13.7K	Buy	+110	New	+$13.6K	﹤0.01%	575

Other funds holding FBT

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

RJFSA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

MassMutual Private Wealth & Trust's FBT Position: Q4 2019 in Review

MassMutual Private Wealth & Trust sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q4 2019, closing a stake of 110 shares — an estimated $14K sold.

MassMutual Private Wealth & Trust first reported a position in FBT in Q4 2017 and held it in 8 quarters. The position peaked at $20.6K in Q2 2018. 210 funds tracked by Wall St. Rank hold FBT as of Q4 2019.

MassMutual Private Wealth & Trust reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q4 2019 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 110 First Trust NYSE Arca Biotechnology Index Fund shares in Q4 2019, an estimated $14K.
MassMutual Private Wealth & Trust first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2017 and held it in 8 quarters.
MassMutual Private Wealth & Trust's First Trust NYSE Arca Biotechnology Index Fund position peaked at $20.6K in Q2 2018.
210 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q4 2019.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2019, filed 15 May 2020.