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Stamos Capital Partners’s iShares Biotechnology ETF IBB Stock Holding History

Stamos Capital Partners’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
2019
Q3 		– Sell
-2,300
Closed -$252K – 50
2019
Q2 		$252K Buy
+2,300
New +$245K 0.25% 46

Other funds holding IBB

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stamos Capital Partners's IBB Position: Q3 2019 in Review

Stamos Capital Partners sold out of iShares Biotechnology ETF (IBB) in Q3 2019, closing a stake of 2,300 shares — an estimated $252K sold.

Stamos Capital Partners first reported a position in IBB in Q2 2019 and held it in 1 quarter. The position peaked at $252K in Q2 2019. 597 funds tracked by Wall St. Rank hold IBB as of Q3 2019.

  • Stamos Capital Partners reported no remaining iShares Biotechnology ETF position as of Q3 2019 after selling out during the quarter.
  • Stamos Capital Partners sold 2,300 iShares Biotechnology ETF shares in Q3 2019, an estimated $252K.
  • Stamos Capital Partners first reported a position in iShares Biotechnology ETF in Q2 2019 and held it in 1 quarter.
  • Stamos Capital Partners's iShares Biotechnology ETF position peaked at $252K in Q2 2019.
  • 597 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2019.

Based on Stamos Capital Partners's 13F filing for Q3 2019, filed 14 Nov 2019.