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Raab & Moskowitz Asset Management’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Raab & Moskowitz Asset Management’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
2015
Q1 		– Sell
-200
Closed -$20K – 199
2014
Q4 		$20K Buy
+200
New +$19.5K 0.01% 273

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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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

Raab & Moskowitz Asset Management's FBT Position: Q1 2015 in Review

Raab & Moskowitz Asset Management sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q1 2015, closing a stake of 200 shares — an estimated $20K sold.

Raab & Moskowitz Asset Management first reported a position in FBT in Q4 2014 and held it in 1 quarter. The position peaked at $20K in Q4 2014. 122 funds tracked by Wall St. Rank hold FBT as of Q1 2015.

  • Raab & Moskowitz Asset Management reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q1 2015 after selling out during the quarter.
  • Raab & Moskowitz Asset Management sold 200 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2015, an estimated $20K.
  • Raab & Moskowitz Asset Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2014 and held it in 1 quarter.
  • Raab & Moskowitz Asset Management's First Trust NYSE Arca Biotechnology Index Fund position peaked at $20K in Q4 2014.
  • 122 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2015.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2015, filed 12 May 2015.