Vontobel Swiss Wealth Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Vontobel Swiss Wealth 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
2019 Q1	–	Sell	-21,248	Closed	-$1.98M	–	71
2018 Q4	$1.98M	Sell	21,248 -19,858	-48%	-$2.11M	1.47%	27
2018 Q3	$4.87M	Sell	41,106 -1,790	-4%	-$211K	2.85%	11
2018 Q2	$4.71M	Sell	42,896 -139	-0.3%	-$14.9K	2.67%	13
2018 Q1	$4.59M	Sell	43,035 -9,179	-18%	-$1.02M	2.42%	14
2017 Q4	$5.41M	Sell	52,214 -5,875	-10%	-$628K	3.18%	11
2017 Q3	$6.27M	Buy	58,089 +1,470	+3%	+$157K	3.82%	10
2017 Q2	$5.85M	Buy	56,619 +432	+0.8%	+$42.5K	3.72%	10
2017 Q1	$5.49M	Buy	56,187 +14,868	+36%	+$1.42M	2.98%	13
2016 Q4	$3.65M	Sell	41,319 -26,829	-39%	-$2.44M	2.25%	16
2016 Q3	$6.58M	Buy	68,148 +20,088	+42%	+$1.91M	3.52%	9
2016 Q2	$3.71M	Buy	+48,060	New	+$4.31M	2.2%	14

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

DFO

Duquesne Family Office New York $3.38B AUM 61.92% 1-Year Est. Return

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

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's IBB Position: Q1 2019 in Review

Vontobel Swiss Wealth Advisors sold out of iShares Biotechnology ETF (IBB) in Q1 2019, closing a stake of 21,248 shares — an estimated $1.98M sold.

Vontobel Swiss Wealth Advisors first reported a position in IBB in Q2 2016 and held it in 11 quarters. The position peaked at $6.58M in Q3 2016. 670 funds tracked by Wall St. Rank hold IBB as of Q1 2019.

Vontobel Swiss Wealth Advisors reported no remaining iShares Biotechnology ETF position as of Q1 2019 after selling out during the quarter.
Vontobel Swiss Wealth Advisors sold 21,248 iShares Biotechnology ETF shares in Q1 2019, an estimated $1.98M.
Vontobel Swiss Wealth Advisors first reported a position in iShares Biotechnology ETF in Q2 2016 and held it in 11 quarters.
Vontobel Swiss Wealth Advisors's iShares Biotechnology ETF position peaked at $6.58M in Q3 2016.
670 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2019.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q1 2019, filed 2 May 2019.