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Signature Wealth Management Group’s iShares Biotechnology ETF IBB Stock Holding History

Signature Wealth Management Group’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
2018
Q4 		– Sell
-30
Closed -$3K – 174
2018
Q3 		$3K Sell
30
-89
-75% -$10.5K ﹤0.01% 281
2018
Q2 		$13K Hold
119
– – 0.01% 165
2018
Q1 		$13K Buy
+119
New +$13.2K 0.01% 162

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Signature Wealth Management Group's IBB Position: Q4 2018 in Review

Signature Wealth Management Group sold out of iShares Biotechnology ETF (IBB) in Q4 2018, closing a stake of 30 shares — an estimated $3K sold.

Signature Wealth Management Group first reported a position in IBB in Q1 2018 and held it in 3 quarters. The position peaked at $13K in Q2 2018. 649 funds tracked by Wall St. Rank hold IBB as of Q4 2018.

  • Signature Wealth Management Group reported no remaining iShares Biotechnology ETF position as of Q4 2018 after selling out during the quarter.
  • Signature Wealth Management Group sold 30 iShares Biotechnology ETF shares in Q4 2018, an estimated $3K.
  • Signature Wealth Management Group first reported a position in iShares Biotechnology ETF in Q1 2018 and held it in 3 quarters.
  • Signature Wealth Management Group's iShares Biotechnology ETF position peaked at $13K in Q2 2018.
  • 649 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2018.

Based on Signature Wealth Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.