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Merriman Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History

Merriman Wealth Management’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
Q3 		– Sell
-13,113
Closed -$1.13M – 140
2016
Q2 		$1.13M Buy
+13,113
New +$1.18M 0.32% 71

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Merriman Wealth Management's IBB Position: Q3 2016 in Review

Merriman Wealth Management sold out of iShares Biotechnology ETF (IBB) in Q3 2016, closing a stake of 13,113 shares — an estimated $1.13M sold.

Merriman Wealth Management first reported a position in IBB in Q2 2016 and held it in 1 quarter. The position peaked at $1.13M in Q2 2016. 463 funds tracked by Wall St. Rank hold IBB as of Q3 2016.

  • Merriman Wealth Management reported no remaining iShares Biotechnology ETF position as of Q3 2016 after selling out during the quarter.
  • Merriman Wealth Management sold 13,113 iShares Biotechnology ETF shares in Q3 2016, an estimated $1.13M.
  • Merriman Wealth Management first reported a position in iShares Biotechnology ETF in Q2 2016 and held it in 1 quarter.
  • Merriman Wealth Management's iShares Biotechnology ETF position peaked at $1.13M in Q2 2016.
  • 463 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2016.

Based on Merriman Wealth Management's 13F filing for Q3 2016, filed 20 Oct 2016.