Stanford Investment Group’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Stanford Investment Group’s Portfolio FBT Stock Details FBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-910	Closed	-$80K	–	359
2016 Q1	$80K	Hold	910	–	–	0.05%	101
2015 Q4	$103K	Buy	910 +290	+47%	+$31.2K	0.06%	87
2015 Q3	$63K	Buy	+620	New	+$73.7K	0.05%	107
2015 Q2	–	Sell	-88	Closed	-$10K	–	349
2015 Q1	$10K	Hold	88	–	–	0.01%	283
2014 Q4	$9K	Buy	+88	New	+$8.59K	0.01%	294

Other funds holding FBT

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Societe Generale $14.1B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JPCCM

J&P (China) Capital Management Hong Kong, China $586M AUM 82.64% 1-Year Est. Return

Stanford Investment Group's FBT Position: Q2 2016 in Review

Stanford Investment Group sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q2 2016, closing a stake of 910 shares — an estimated $80K sold.

Stanford Investment Group first reported a position in FBT in Q4 2014 and held it in 5 quarters. The position peaked at $103K in Q4 2015. 107 funds tracked by Wall St. Rank hold FBT as of Q2 2016.

Stanford Investment Group reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q2 2016 after selling out during the quarter.
Stanford Investment Group sold 910 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2016, an estimated $80K.
Stanford Investment Group first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2014 and held it in 5 quarters.
Stanford Investment Group's First Trust NYSE Arca Biotechnology Index Fund position peaked at $103K in Q4 2015.
107 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2016.

Based on Stanford Investment Group's 13F filing for Q2 2016, filed 10 Nov 2016.