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Baltimore-Washington Financial Advisors’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Baltimore-Washington Financial Advisors’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
2013
Q3 		– Sell
-1,000
Closed -$29K – 222
2013
Q2 		$29K Buy
+1,000
New +$30.3K 0.01% 125

Other funds holding XHB

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Baltimore-Washington Financial Advisors's XHB Position: Q3 2013 in Review

Baltimore-Washington Financial Advisors sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q3 2013, closing a stake of 1,000 shares — an estimated $29K sold.

Baltimore-Washington Financial Advisors first reported a position in XHB in Q2 2013 and held it in 1 quarter. The position peaked at $29K in Q2 2013. 123 funds tracked by Wall St. Rank hold XHB as of Q3 2013.

  • Baltimore-Washington Financial Advisors reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q3 2013 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 1,000 State Street SPDR S&P Homebuilders ETF shares in Q3 2013, an estimated $29K.
  • Baltimore-Washington Financial Advisors first reported a position in State Street SPDR S&P Homebuilders ETF in Q2 2013 and held it in 1 quarter.
  • Baltimore-Washington Financial Advisors's State Street SPDR S&P Homebuilders ETF position peaked at $29K in Q2 2013.
  • 123 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q3 2013.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q3 2013, filed 9 Oct 2013.