AllSquare Wealth Management’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

AllSquare Wealth Management’s Portfolio XHB Stock Details XHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-460	Closed	-$20K	–	424
2017 Q4	$20K	Buy	+460	New	+$19.3K	0.02%	232

Other funds holding XHB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

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

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

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

QIM

Quantitative Investment Management Charlottesville, Virginia $963M AUM 12.95% 1-Year Est. Return

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

AllSquare Wealth Management's XHB Position: Q1 2018 in Review

AllSquare Wealth Management sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q1 2018, closing a stake of 460 shares — an estimated $20K sold.

AllSquare Wealth Management first reported a position in XHB in Q4 2017 and held it in 1 quarter. The position peaked at $20K in Q4 2017. 144 funds tracked by Wall St. Rank hold XHB as of Q1 2018.

AllSquare Wealth Management reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q1 2018 after selling out during the quarter.
AllSquare Wealth Management sold 460 State Street SPDR S&P Homebuilders ETF shares in Q1 2018, an estimated $20K.
AllSquare Wealth Management first reported a position in State Street SPDR S&P Homebuilders ETF in Q4 2017 and held it in 1 quarter.
AllSquare Wealth Management's State Street SPDR S&P Homebuilders ETF position peaked at $20K in Q4 2017.
144 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q1 2018.

Based on AllSquare Wealth Management's 13F filing for Q1 2018, filed 11 May 2018.