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MPS Loria Financial Planners’s iShares Biotechnology ETF IBB Stock Holding History

MPS Loria Financial Planners’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
-24
Closed -$3K – 334
2020
Q2 		$3K Buy
+24
New +$3.06K ﹤0.01% 298
2017
Q3 		– Sell
-489
Closed -$51K – 204
2017
Q2 		$51K Buy
+489
New +$48.2K 0.03% 150

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

MPS Loria Financial Planners's IBB Position: Q3 2020 in Review

MPS Loria Financial Planners sold out of iShares Biotechnology ETF (IBB) in Q3 2020, closing a stake of 24 shares — an estimated $3K sold.

MPS Loria Financial Planners first reported a position in IBB in Q2 2017 and held it in 2 quarters. The position peaked at $51K in Q2 2017. 784 funds tracked by Wall St. Rank hold IBB as of Q3 2020.

  • MPS Loria Financial Planners reported no remaining iShares Biotechnology ETF position as of Q3 2020 after selling out during the quarter.
  • MPS Loria Financial Planners sold 24 iShares Biotechnology ETF shares in Q3 2020, an estimated $3K.
  • MPS Loria Financial Planners first reported a position in iShares Biotechnology ETF in Q2 2017 and held it in 2 quarters.
  • MPS Loria Financial Planners's iShares Biotechnology ETF position peaked at $51K in Q2 2017.
  • 784 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2020.

Based on MPS Loria Financial Planners's 13F filing for Q3 2020, filed 13 Oct 2020.