Wimmer Associates 1’s iShares Biotechnology ETF IBB Stock Holding History

Wimmer Associates 1’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
2016 Q4	–	Sell	-4,299	Closed	-$415K	–	111
2016 Q3	$415K	Sell	4,299 -405	-9%	-$38.5K	0.37%	76
2016 Q2	$404K	Hold	4,704	–	–	0.36%	77
2016 Q1	$409K	Sell	4,704 -570	-11%	-$51K	0.37%	73
2015 Q4	$595K	Buy	+5,274	New	+$572K	0.62%	55

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wimmer Associates 1's IBB Position: Q4 2016 in Review

Wimmer Associates 1 sold out of iShares Biotechnology ETF (IBB) in Q4 2016, closing a stake of 4,299 shares — an estimated $415K sold.

Wimmer Associates 1 first reported a position in IBB in Q4 2015 and held it in 4 quarters. The position peaked at $595K in Q4 2015. 522 funds tracked by Wall St. Rank hold IBB as of Q4 2016.

Wimmer Associates 1 reported no remaining iShares Biotechnology ETF position as of Q4 2016 after selling out during the quarter.
Wimmer Associates 1 sold 4,299 iShares Biotechnology ETF shares in Q4 2016, an estimated $415K.
Wimmer Associates 1 first reported a position in iShares Biotechnology ETF in Q4 2015 and held it in 4 quarters.
Wimmer Associates 1's iShares Biotechnology ETF position peaked at $595K in Q4 2015.
522 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2016.

Based on Wimmer Associates 1's 13F filing for Q4 2016, filed 14 Feb 2017.