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WealthPLAN Partners’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

WealthPLAN Partners’s Portfolio PBE Stock Details PBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$4.19K Sell
100
-100
-50% -$4.11K ﹤0.01% 753
2016
Q2 		$3.7K Buy
+200
New +$7.84K ﹤0.01% 2085
2015
Q4 		$5.05K Buy
+100
New +$4.94K ﹤0.01% 1331

Other funds holding PBE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
CAS
Cue Advisory Services Phoenix, Arizona $167M AUM 18.62% 1-Year Est. Return

WealthPLAN Partners's PBE Position: Q3 2016 in Review

WealthPLAN Partners reduced its Invesco Biotechnology & Genome ETF (PBE) stake by 50% in Q3 2016, selling an estimated $4.11K and leaving 100 shares worth $4.19K. The position accounts for ﹤0.01% of the portfolio, ranked #753.

WealthPLAN Partners first reported a position in PBE in Q4 2015 and has held it in 3 quarters since. The position peaked at $5.05K in Q4 2015. 68 funds tracked by Wall St. Rank hold PBE as of Q3 2016.

  • WealthPLAN Partners held 100 shares of Invesco Biotechnology & Genome ETF worth $4.19K as of Q3 2016.
  • WealthPLAN Partners sold 100 Invesco Biotechnology & Genome ETF shares in Q3 2016, an estimated $4.11K.
  • Invesco Biotechnology & Genome ETF made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #753 holding.
  • WealthPLAN Partners first reported a position in Invesco Biotechnology & Genome ETF in Q4 2015 and has held it in 3 quarters since.
  • WealthPLAN Partners's Invesco Biotechnology & Genome ETF position peaked at $5.05K in Q4 2015.
  • 68 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.