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Willow Street Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Willow Street 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
2013
Q4 		$234K Buy
+3,087
New +$219K 0.13% 134

Other funds holding IBB

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
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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Willow Street Advisors's IBB Position: Q4 2013 in Review

Willow Street Advisors opened a new position in iShares Biotechnology ETF (IBB) in Q4 2013: 3,087 shares worth $234K. The stake represents 0.13% of the portfolio and ranks #134 among its holdings.

277 funds tracked by Wall St. Rank hold IBB as of Q4 2013.

  • Willow Street Advisors held 3,087 shares of iShares Biotechnology ETF worth $234K as of Q4 2013.
  • iShares Biotechnology ETF was a new Willow Street Advisors position in Q4 2013.
  • iShares Biotechnology ETF made up 0.13% of Willow Street Advisors's portfolio in Q4 2013, its #134 holding.
  • 277 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2013.

Based on Willow Street Advisors's 13F filing for Q4 2013, filed 14 Feb 2014.