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Rockefeller Financial Services’s iShares Biotechnology ETF IBB Stock Holding History

Rockefeller Financial Services’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
2017
Q4 		$801K Hold
7,500
– – 0.01% 246
2017
Q3 		$834K Buy
+7,500
New +$802K 0.02% 225
2016
Q1 		– Sell
-2,313
Closed -$261K – 625
2015
Q4 		$261K Buy
+2,313
New +$251K 0.01% 315

Other funds holding IBB

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Rockefeller Financial Services's IBB Position: Q4 2017 in Review

Rockefeller Financial Services held its iShares Biotechnology ETF (IBB) position steady in Q4 2017 at 7,500 shares worth $801K. The position accounts for 0.01% of the portfolio, ranked #246.

Rockefeller Financial Services first reported a position in IBB in Q4 2015 and has held it in 3 quarters since. The position peaked at $834K in Q3 2017. 624 funds tracked by Wall St. Rank hold IBB as of Q4 2017.

  • Rockefeller Financial Services held 7,500 shares of iShares Biotechnology ETF worth $801K as of Q4 2017.
  • Rockefeller Financial Services left its iShares Biotechnology ETF share count unchanged in Q4 2017.
  • iShares Biotechnology ETF made up 0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #246 holding.
  • Rockefeller Financial Services first reported a position in iShares Biotechnology ETF in Q4 2015 and has held it in 3 quarters since.
  • Rockefeller Financial Services's iShares Biotechnology ETF position peaked at $834K in Q3 2017.
  • 624 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.