Murphy Capital Management’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Murphy Capital Management’s Portfolio PBE Stock Details PBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-4,323	Closed	-$238K	–	323
2015 Q1	$238K	Buy	4,323 +233	+6%	+$12.6K	0.04%	288
2014 Q4	$205K	Sell	4,090 -1,080	-21%	-$52.9K	0.03%	315
2014 Q3	$238K	Buy	+5,170	New	+$233K	0.04%	300
2014 Q2	–	Sell	-5,220	Closed	-$217K	–	347
2014 Q1	$217K	Buy	+5,220	New	+$223K	0.04%	308

Other funds holding PBE

Morgan Stanley New York $1.66T AUM 25.57% 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

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

TAM

Trillium Asset Management Boston, Massachusetts $3.01B AUM 19.96% 1-Year Est. Return

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $1.7B AUM 39.15% 1-Year Est. Return

Murphy Capital Management's PBE Position: Q2 2015 in Review

Murphy Capital Management sold out of Invesco Biotechnology & Genome ETF (PBE) in Q2 2015, closing a stake of 4,323 shares — an estimated $238K sold.

Murphy Capital Management first reported a position in PBE in Q1 2014 and held it in 4 quarters. The position peaked at $238K in Q1 2015. 86 funds tracked by Wall St. Rank hold PBE as of Q2 2015.

Murphy Capital Management reported no remaining Invesco Biotechnology & Genome ETF position as of Q2 2015 after selling out during the quarter.
Murphy Capital Management sold 4,323 Invesco Biotechnology & Genome ETF shares in Q2 2015, an estimated $238K.
Murphy Capital Management first reported a position in Invesco Biotechnology & Genome ETF in Q1 2014 and held it in 4 quarters.
Murphy Capital Management's Invesco Biotechnology & Genome ETF position peaked at $238K in Q1 2015.
86 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q2 2015.

Based on Murphy Capital Management's 13F filing for Q2 2015, filed 23 Jul 2015.