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

Private 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
2018 Q2	–	Sell	-2,850	Closed	-$304K	–	122
2018 Q1	$304K	Buy	2,850 +300	+12%	+$33.3K	0.05%	104
2017 Q4	$272K	Buy	+2,550	New	+$273K	0.05%	115

Other funds holding IBB

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Private Wealth Partners's IBB Position: Q2 2018 in Review

Private Wealth Partners sold out of iShares Biotechnology ETF (IBB) in Q2 2018, closing a stake of 2,850 shares — an estimated $304K sold.

Private Wealth Partners first reported a position in IBB in Q4 2017 and held it in 2 quarters. The position peaked at $304K in Q1 2018. 609 funds tracked by Wall St. Rank hold IBB as of Q2 2018.

Private Wealth Partners reported no remaining iShares Biotechnology ETF position as of Q2 2018 after selling out during the quarter.
Private Wealth Partners sold 2,850 iShares Biotechnology ETF shares in Q2 2018, an estimated $304K.
Private Wealth Partners first reported a position in iShares Biotechnology ETF in Q4 2017 and held it in 2 quarters.
Private Wealth Partners's iShares Biotechnology ETF position peaked at $304K in Q1 2018.
609 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2018.

Based on Private Wealth Partners's 13F filing for Q2 2018, filed 10 Aug 2018.