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Simply Money Advisors’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Simply Money Advisors’s Portfolio PBE Stock Details PBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-120
Closed -$4K – 124
2013
Q3 		$4K Buy
+120
New +$3.97K ﹤0.01% 91

Other funds holding PBE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TAM
Trillium Asset Management Boston, Massachusetts $3.01B AUM 19.96% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
WB
Webster Bank Waterbury, Connecticut $1.06B AUM 19.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Simply Money Advisors's PBE Position: Q4 2013 in Review

Simply Money Advisors sold out of Invesco Biotechnology & Genome ETF (PBE) in Q4 2013, closing a stake of 120 shares — an estimated $4K sold.

Simply Money Advisors first reported a position in PBE in Q3 2013 and held it in 1 quarter. The position peaked at $4K in Q3 2013. 60 funds tracked by Wall St. Rank hold PBE as of Q4 2013.

  • Simply Money Advisors reported no remaining Invesco Biotechnology & Genome ETF position as of Q4 2013 after selling out during the quarter.
  • Simply Money Advisors sold 120 Invesco Biotechnology & Genome ETF shares in Q4 2013, an estimated $4K.
  • Simply Money Advisors first reported a position in Invesco Biotechnology & Genome ETF in Q3 2013 and held it in 1 quarter.
  • Simply Money Advisors's Invesco Biotechnology & Genome ETF position peaked at $4K in Q3 2013.
  • 60 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q4 2013.

Based on Simply Money Advisors's 13F filing for Q4 2013, filed 22 Jan 2014.