Sanders Morris Harris’s iShares Biotechnology ETF IBB Stock Holding History

Sanders Morris Harris’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
2020 Q1	–	Sell	-2,100	Closed	-$235K	–	222
2019 Q4	$235K	Buy	+2,100	New	+$234K	0.05%	249
2019 Q3	–	Sell	-2,100	Closed	-$229K	–	285
2019 Q2	$229K	Hold	2,100	–	–	0.06%	238
2019 Q1	$235K	Sell	2,100 -1,200	-36%	-$132K	0.11%	100
2018 Q4	$318K	Hold	3,300	–	–	0.17%	77
2018 Q3	$402K	Hold	3,300	–	–	0.19%	76
2018 Q2	$362K	Hold	3,300	–	–	0.17%	86
2018 Q1	$352K	Hold	3,300	–	–	0.15%	93
2017 Q4	$352K	Hold	3,300	–	–	0.15%	79
2017 Q3	$367K	Hold	3,300	–	–	0.16%	88
2017 Q2	$341K	Hold	3,300	–	–	0.14%	85
2017 Q1	$323K	Sell	3,300 -3,000	-48%	-$287K	0.12%	97
2016 Q4	$557K	Buy	6,300 +900	+17%	+$81.9K	0.26%	55
2016 Q3	$521K	Buy	+5,400	New	+$514K	0.16%	83

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

Sanders Morris Harris's IBB Position: Q1 2020 in Review

Sanders Morris Harris sold out of iShares Biotechnology ETF (IBB) in Q1 2020, closing a stake of 2,100 shares — an estimated $235K sold.

Sanders Morris Harris first reported a position in IBB in Q3 2016 and held it in 13 quarters. The position peaked at $557K in Q4 2016. 668 funds tracked by Wall St. Rank hold IBB as of Q1 2020.

Sanders Morris Harris reported no remaining iShares Biotechnology ETF position as of Q1 2020 after selling out during the quarter.
Sanders Morris Harris sold 2,100 iShares Biotechnology ETF shares in Q1 2020, an estimated $235K.
Sanders Morris Harris first reported a position in iShares Biotechnology ETF in Q3 2016 and held it in 13 quarters.
Sanders Morris Harris's iShares Biotechnology ETF position peaked at $557K in Q4 2016.
668 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2020.

Based on Sanders Morris Harris's 13F filing for Q1 2020, filed 9 Apr 2020.