PFM
IBB icon

PacWest Financial Management’s iShares Biotechnology ETF IBB Stock Holding History

PacWest Financial 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
2013
Q4 		– Sell
-4,800
Closed -$335K – 92
2013
Q3 		$335K Sell
4,800
-1,545
-24% -$101K 0.29% 81
2013
Q2 		$368K Buy
+6,345
New +$367K 0.35% 74

Other funds holding IBB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

PacWest Financial Management's IBB Position: Q4 2013 in Review

PacWest Financial Management sold out of iShares Biotechnology ETF (IBB) in Q4 2013, closing a stake of 4,800 shares — an estimated $335K sold.

PacWest Financial Management first reported a position in IBB in Q2 2013 and held it in 2 quarters. The position peaked at $368K in Q2 2013. 278 funds tracked by Wall St. Rank hold IBB as of Q4 2013.

  • PacWest Financial Management reported no remaining iShares Biotechnology ETF position as of Q4 2013 after selling out during the quarter.
  • PacWest Financial Management sold 4,800 iShares Biotechnology ETF shares in Q4 2013, an estimated $335K.
  • PacWest Financial Management first reported a position in iShares Biotechnology ETF in Q2 2013 and held it in 2 quarters.
  • PacWest Financial Management's iShares Biotechnology ETF position peaked at $368K in Q2 2013.
  • 278 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2013.

Based on PacWest Financial Management's 13F filing for Q4 2013, filed 21 Jan 2014.