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RegentAtlantic Capital’s iShares Biotechnology ETF IBB Stock Holding History

RegentAtlantic Capital’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
2015
Q1 		– Sell
-681
Closed -$68.9K – 592
2014
Q4 		$68.9K Buy
+681
New +$66.2K 0.01% 523

Other funds holding IBB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

RegentAtlantic Capital's IBB Position: Q1 2015 in Review

RegentAtlantic Capital sold out of iShares Biotechnology ETF (IBB) in Q1 2015, closing a stake of 681 shares — an estimated $68.9K sold.

RegentAtlantic Capital first reported a position in IBB in Q4 2014 and held it in 1 quarter. The position peaked at $68.9K in Q4 2014. 399 funds tracked by Wall St. Rank hold IBB as of Q1 2015.

  • RegentAtlantic Capital reported no remaining iShares Biotechnology ETF position as of Q1 2015 after selling out during the quarter.
  • RegentAtlantic Capital sold 681 iShares Biotechnology ETF shares in Q1 2015, an estimated $68.9K.
  • RegentAtlantic Capital first reported a position in iShares Biotechnology ETF in Q4 2014 and held it in 1 quarter.
  • RegentAtlantic Capital's iShares Biotechnology ETF position peaked at $68.9K in Q4 2014.
  • 399 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2015.

Based on RegentAtlantic Capital's 13F filing for Q1 2015, filed 27 Apr 2015.