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MYCIO Wealth Partners’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

MYCIO Wealth Partners’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
2014
Q4 		– Sell
-27
Closed -$2K – 638
2014
Q3 		$2K Buy
+27
New +$2.34K ﹤0.01% 574
2014
Q2 		– Sell
-50
Closed -$4K – 638
2014
Q1 		$4K Buy
+50
New +$3.9K ﹤0.01% 548

Other funds holding FBT

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MYCIO Wealth Partners's FBT Position: Q4 2014 in Review

MYCIO Wealth Partners sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q4 2014, closing a stake of 27 shares — an estimated $2K sold.

MYCIO Wealth Partners first reported a position in FBT in Q1 2014 and held it in 2 quarters. The position peaked at $4K in Q1 2014. 112 funds tracked by Wall St. Rank hold FBT as of Q4 2014.

  • MYCIO Wealth Partners reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q4 2014 after selling out during the quarter.
  • MYCIO Wealth Partners sold 27 First Trust NYSE Arca Biotechnology Index Fund shares in Q4 2014, an estimated $2K.
  • MYCIO Wealth Partners first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2014 and held it in 2 quarters.
  • MYCIO Wealth Partners's First Trust NYSE Arca Biotechnology Index Fund position peaked at $4K in Q1 2014.
  • 112 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q4 2014.

Based on MYCIO Wealth Partners's 13F filing for Q4 2014, filed 5 Feb 2015.