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Winslow Evans & Crocker’s iShares Biotechnology ETF IBB Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$25K Buy
165
+40
+32% +$5.72K ﹤0.01% 739
2020
Q3 		$17K Buy
+125
New +$17K ﹤0.01% 650
2020
Q1 		– Sell
-150
Closed -$20K – 1141
2019
Q4 		$20K Buy
+150
New +$16.7K 0.01% 662
2018
Q3 		– Sell
-256
Closed -$30K – 1121
2018
Q2 		$30K Hold
256
– – 0.01% 598
2018
Q1 		$27.2K Hold
256
– – 0.01% 595
2017
Q4 		$27.2K Sell
256
-2
-0.8% -$214 0.01% 603
2017
Q3 		$28.4K Sell
258
-366
-59% -$39.1K 0.01% 586
2017
Q2 		$64.5K Hold
624
– – 0.02% 508
2017
Q1 		$61K Hold
624
– – 0.02% 499
2016
Q4 		$55.2K Sell
624
-264
-30% -$24K 0.02% 515
2016
Q3 		$85.4K Sell
888
-570
-39% -$54.2K 0.02% 439
2016
Q2 		$125K Buy
1,458
+78
+6% +$7K 0.04% 340
2016
Q1 		$120K Buy
1,380
+234
+20% +$20.9K 0.04% 335
2015
Q4 		$129K Buy
1,146
+78
+7% +$8.47K 0.04% 356
2015
Q3 		$108K Buy
1,068
+150
+16% +$18K 0.03% 374
2015
Q2 		$113K Buy
918
+90
+11% +$10.8K 0.03% 404
2015
Q1 		$94.4K Hold
828
– – 0.03% 433
2014
Q4 		$83.4K Hold
828
– – 0.02% 446
2014
Q3 		$75.3K Buy
828
+453
+121% +$39.8K 0.02% 477
2014
Q2 		$32.1K Buy
375
+75
+25% +$5.91K 0.01% 579
2014
Q1 		$23.6K Buy
+300
New +$25K 0.01% 629

Other funds holding IBB

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $66.2B AUM 46.3% 1-Year Est. Return

Winslow Evans & Crocker's IBB Position: Q4 2020 in Review

Winslow Evans & Crocker increased its iShares Biotechnology ETF (IBB) stake by 32% in Q4 2020, buying an estimated $5.72K and bringing the position to 165 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #739.

Winslow Evans & Crocker first reported a position in IBB in Q1 2014 and has held it in 21 quarters since. The position peaked at $129K in Q4 2015. 856 funds tracked by Wall St. Rank hold IBB as of Q4 2020.

  • Winslow Evans & Crocker held 165 shares of iShares Biotechnology ETF worth $25K as of Q4 2020.
  • Winslow Evans & Crocker bought 40 iShares Biotechnology ETF shares in Q4 2020, an estimated $5.72K.
  • iShares Biotechnology ETF made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #739 holding.
  • Winslow Evans & Crocker first reported a position in iShares Biotechnology ETF in Q1 2014 and has held it in 21 quarters since.
  • Winslow Evans & Crocker's iShares Biotechnology ETF position peaked at $129K in Q4 2015.
  • 856 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.