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Bedell Frazier Investment Counselling’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Bedell Frazier Investment Counselling’s Portfolio XME Stock Details XME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-254,785
Closed -$7.64M – 47
2017
Q2 		$7.64M Buy
254,785
+14,445
+6% +$426K 2.79% 12
2017
Q1 		$7.31M Buy
+240,340
New +$7.75M 2.78% 13

Other funds holding XME

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
CC
Coastland Capital Palo Alto, California $1.6B AUM 29.3% 1-Year Est. Return

Bedell Frazier Investment Counselling's XME Position: Q3 2017 in Review

Bedell Frazier Investment Counselling sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q3 2017, closing a stake of 254,785 shares — an estimated $7.64M sold.

Bedell Frazier Investment Counselling first reported a position in XME in Q1 2017 and held it in 2 quarters. The position peaked at $7.64M in Q2 2017. 114 funds tracked by Wall St. Rank hold XME as of Q3 2017.

  • Bedell Frazier Investment Counselling reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q3 2017 after selling out during the quarter.
  • Bedell Frazier Investment Counselling sold 254,785 State Street SPDR S&P Metals & Mining ETF shares in Q3 2017, an estimated $7.64M.
  • Bedell Frazier Investment Counselling first reported a position in State Street SPDR S&P Metals & Mining ETF in Q1 2017 and held it in 2 quarters.
  • Bedell Frazier Investment Counselling's State Street SPDR S&P Metals & Mining ETF position peaked at $7.64M in Q2 2017.
  • 114 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q3 2017.

Based on Bedell Frazier Investment Counselling's 13F filing for Q3 2017, filed 7 Nov 2017.