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WFG Advisors’s iShares Biotechnology ETF IBB Stock Holding History

WFG 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
Q2 		$320K Buy
3,096
+1,467
+90% +$144K 0.07% 276
2017
Q1 		$159K Sell
1,629
-846
-34% -$81K 0.04% 383
2016
Q4 		$219K Sell
2,475
-11,925
-83% -$1.09M 0.05% 358
2016
Q3 		$1.39M Buy
14,400
+819
+6% +$77.9K 0.35% 78
2016
Q2 		$1.17M Buy
13,581
+1,029
+8% +$92.3K 0.31% 82
2016
Q1 		$1.09M Buy
12,552
+306
+2% +$27.4K 0.32% 78
2015
Q4 		$1.38M Sell
12,246
-789
-6% -$85.6K 0.41% 51
2015
Q3 		$1.32M Buy
13,035
+1,866
+17% +$224K 0.41% 49
2015
Q2 		$1.37M Sell
11,169
-2,547
-19% -$305K 0.38% 56
2015
Q1 		$1.57M Sell
13,716
-3,000
-18% -$331K 0.44% 41
2014
Q4 		$1.69M Buy
16,716
+855
+5% +$83.1K 0.34% 55
2014
Q3 		$1.45M Sell
15,861
-180
-1% -$15.8K 0.28% 78
2014
Q2 		$1.37M Buy
16,041
+57
+0.4% +$4.49K 0.26% 86
2014
Q1 		$1.26M Buy
15,984
+1,860
+13% +$155K 0.25% 87
2013
Q4 		$1.07M Sell
14,124
-5,328
-27% -$378K 0.15% 157
2013
Q3 		$1.36M Buy
19,452
+1,239
+7% +$81.2K 0.21% 120
2013
Q2 		$1.06M Buy
+18,213
New +$1.05M 0.18% 146

Other funds holding IBB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WFG Advisors's IBB Position: Q2 2017 in Review

WFG Advisors increased its iShares Biotechnology ETF (IBB) stake by 90% in Q2 2017, buying an estimated $144K and bringing the position to 3,096 shares worth $320K. The position accounts for 0.07% of the portfolio, ranked #276.

WFG Advisors first reported a position in IBB in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.69M in Q4 2014. 562 funds tracked by Wall St. Rank hold IBB as of Q2 2017.

  • WFG Advisors held 3,096 shares of iShares Biotechnology ETF worth $320K as of Q2 2017.
  • WFG Advisors bought 1,467 iShares Biotechnology ETF shares in Q2 2017, an estimated $144K.
  • iShares Biotechnology ETF made up 0.07% of WFG Advisors's portfolio in Q2 2017, its #276 holding.
  • WFG Advisors first reported a position in iShares Biotechnology ETF in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's iShares Biotechnology ETF position peaked at $1.69M in Q4 2014.
  • 562 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.