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Retirement Design & Management’s iShares Biotechnology ETF IBB Stock Holding History

Retirement Design & 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
2016
Q3 		– Sell
-19,836
Closed -$1.7M – 26
2016
Q2 		$1.7M Buy
+19,836
New +$1.78M 1.06% 23

Other funds holding IBB

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Retirement Design & Management's IBB Position: Q3 2016 in Review

Retirement Design & Management sold out of iShares Biotechnology ETF (IBB) in Q3 2016, closing a stake of 19,836 shares — an estimated $1.7M sold.

Retirement Design & Management first reported a position in IBB in Q2 2016 and held it in 1 quarter. The position peaked at $1.7M in Q2 2016. 463 funds tracked by Wall St. Rank hold IBB as of Q3 2016.

  • Retirement Design & Management reported no remaining iShares Biotechnology ETF position as of Q3 2016 after selling out during the quarter.
  • Retirement Design & Management sold 19,836 iShares Biotechnology ETF shares in Q3 2016, an estimated $1.7M.
  • Retirement Design & Management first reported a position in iShares Biotechnology ETF in Q2 2016 and held it in 1 quarter.
  • Retirement Design & Management's iShares Biotechnology ETF position peaked at $1.7M in Q2 2016.
  • 463 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2016.

Based on Retirement Design & Management's 13F filing for Q3 2016.