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Smith & Howard Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History

Smith & Howard Wealth 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
2014
Q1 		– Sell
-168
Closed -$13K – 113
2013
Q4 		$13K Hold
168
– – 0.01% 194
2013
Q3 		$12K Hold
168
– – 0.01% 194
2013
Q2 		$10K Buy
+168
New +$9.71K 0.01% 180

Other funds holding IBB

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Smith & Howard Wealth Management's IBB Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of iShares Biotechnology ETF (IBB) in Q1 2014, closing a stake of 168 shares — an estimated $13K sold.

Smith & Howard Wealth Management first reported a position in IBB in Q2 2013 and held it in 3 quarters. The position peaked at $13K in Q4 2013. 289 funds tracked by Wall St. Rank hold IBB as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining iShares Biotechnology ETF position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 168 iShares Biotechnology ETF shares in Q1 2014, an estimated $13K.
  • Smith & Howard Wealth Management first reported a position in iShares Biotechnology ETF in Q2 2013 and held it in 3 quarters.
  • Smith & Howard Wealth Management's iShares Biotechnology ETF position peaked at $13K in Q4 2013.
  • 289 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.