TBA
IBB icon

Train Babcock Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Train Babcock Advisors’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
Q1 		– Sell
-3,969
Closed -$351K – 120
2016
Q4 		$351K Hold
3,969
– – 0.14% 93
2016
Q3 		$383K Buy
3,969
+15
+0.4% +$1.43K 0.15% 91
2016
Q2 		$339K Buy
3,954
+12
+0.3% +$1.08K 0.13% 94
2016
Q1 		$343K Hold
3,942
– – 0.14% 93
2015
Q4 		$445K Buy
3,942
+1,500
+61% +$163K 0.17% 87
2015
Q3 		$247K Hold
2,442
– – 0.09% 114
2015
Q2 		$300K Hold
2,442
– – 0.09% 108
2015
Q1 		$280K Hold
2,442
– – 0.09% 114
2014
Q4 		$247K Hold
2,442
– – 0.08% 115
2014
Q3 		$223K Hold
2,442
– – 0.08% 114
2014
Q2 		$209K Buy
+2,442
New +$192K 0.07% 120

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return