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Verger Capital Management’s iShares Biotechnology ETF IBB Stock Holding History

Verger Capital 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
Q1 		– Sell
-11,400
Closed -$1.01M – 16
2016
Q4 		$1.01M Hold
11,400
– – 0.45% 14
2016
Q3 		$1.1M Buy
+11,400
New +$1.08M 0.49% 13

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

Verger Capital Management's IBB Position: Q1 2017 in Review

Verger Capital Management sold out of iShares Biotechnology ETF (IBB) in Q1 2017, closing a stake of 11,400 shares — an estimated $1.01M sold.

Verger Capital Management first reported a position in IBB in Q3 2016 and held it in 2 quarters. The position peaked at $1.1M in Q3 2016. 520 funds tracked by Wall St. Rank hold IBB as of Q1 2017.

  • Verger Capital Management reported no remaining iShares Biotechnology ETF position as of Q1 2017 after selling out during the quarter.
  • Verger Capital Management sold 11,400 iShares Biotechnology ETF shares in Q1 2017, an estimated $1.01M.
  • Verger Capital Management first reported a position in iShares Biotechnology ETF in Q3 2016 and held it in 2 quarters.
  • Verger Capital Management's iShares Biotechnology ETF position peaked at $1.1M in Q3 2016.
  • 520 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2017.

Based on Verger Capital Management's 13F filing for Q1 2017, filed 10 May 2017.