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Obermeyer Wealth Partners’s iShares Biotechnology ETF IBB Stock Holding History

Obermeyer Wealth Partners’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
2017
Q3 		– Sell
-3,198
Closed -$331K – 122
2017
Q2 		$331K Sell
3,198
-3,009
-48% -$296K 0.03% 91
2017
Q1 		$607K Sell
6,207
-822
-12% -$78.7K 0.06% 71
2016
Q4 		$622K Buy
+7,029
New +$640K 0.06% 71

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
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Obermeyer Wealth Partners's IBB Position: Q3 2017 in Review

Obermeyer Wealth Partners sold out of iShares Biotechnology ETF (IBB) in Q3 2017, closing a stake of 3,198 shares — an estimated $331K sold.

Obermeyer Wealth Partners first reported a position in IBB in Q4 2016 and held it in 3 quarters. The position peaked at $622K in Q4 2016. 583 funds tracked by Wall St. Rank hold IBB as of Q3 2017.

  • Obermeyer Wealth Partners reported no remaining iShares Biotechnology ETF position as of Q3 2017 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 3,198 iShares Biotechnology ETF shares in Q3 2017, an estimated $331K.
  • Obermeyer Wealth Partners first reported a position in iShares Biotechnology ETF in Q4 2016 and held it in 3 quarters.
  • Obermeyer Wealth Partners's iShares Biotechnology ETF position peaked at $622K in Q4 2016.
  • 583 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2017.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2017, filed 2 Nov 2017.