Stockman Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History

Stockman 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
2017 Q4	–	Sell	-2,148	Closed	-$239K	–	154
2017 Q3	$239K	Hold	2,148	–	–	0.11%	125
2017 Q2	$222K	Sell	2,148 -1,770	-45%	-$174K	0.22%	105
2017 Q1	$383K	Buy	3,918 +3	+0.1%	+$287	0.22%	92
2016 Q4	$346K	Buy	3,915 +210	+6%	+$19.1K	0.21%	88
2016 Q3	$358K	Buy	+3,705	New	+$352K	0.22%	86

Other funds holding IBB

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stockman Wealth Management's IBB Position: Q4 2017 in Review

Stockman Wealth Management sold out of iShares Biotechnology ETF (IBB) in Q4 2017, closing a stake of 2,148 shares — an estimated $239K sold.

Stockman Wealth Management first reported a position in IBB in Q3 2016 and held it in 5 quarters. The position peaked at $383K in Q1 2017. 624 funds tracked by Wall St. Rank hold IBB as of Q4 2017.

Stockman Wealth Management reported no remaining iShares Biotechnology ETF position as of Q4 2017 after selling out during the quarter.
Stockman Wealth Management sold 2,148 iShares Biotechnology ETF shares in Q4 2017, an estimated $239K.
Stockman Wealth Management first reported a position in iShares Biotechnology ETF in Q3 2016 and held it in 5 quarters.
Stockman Wealth Management's iShares Biotechnology ETF position peaked at $383K in Q1 2017.
624 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2017.

Based on Stockman Wealth Management's 13F filing for Q4 2017, filed 12 Feb 2018.