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Beacon Investment Advisory Services’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Beacon Investment Advisory Services’s Portfolio XBI Stock Details XBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-3,074
Closed -$266K – 269
2017
Q3 		$266K Buy
+3,074
New +$246K 0.02% 239

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BNP Paribas Financial Markets
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Bank of America
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UBS Group
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Wells Fargo
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
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Susquehanna International Group
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Beacon Investment Advisory Services's XBI Position: Q4 2017 in Review

Beacon Investment Advisory Services sold out of State Street SPDR S&P Biotech ETF (XBI) in Q4 2017, closing a stake of 3,074 shares — an estimated $266K sold.

Beacon Investment Advisory Services first reported a position in XBI in Q3 2017 and held it in 1 quarter. The position peaked at $266K in Q3 2017. 397 funds tracked by Wall St. Rank hold XBI as of Q4 2017.

  • Beacon Investment Advisory Services reported no remaining State Street SPDR S&P Biotech ETF position as of Q4 2017 after selling out during the quarter.
  • Beacon Investment Advisory Services sold 3,074 State Street SPDR S&P Biotech ETF shares in Q4 2017, an estimated $266K.
  • Beacon Investment Advisory Services first reported a position in State Street SPDR S&P Biotech ETF in Q3 2017 and held it in 1 quarter.
  • Beacon Investment Advisory Services's State Street SPDR S&P Biotech ETF position peaked at $266K in Q3 2017.
  • 397 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q4 2017.

Based on Beacon Investment Advisory Services's 13F filing for Q4 2017, filed 2 Feb 2018.