Bingham Osborn & Scarborough’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Bingham Osborn & Scarborough’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
2018 Q1	–	Sell	-2,500	Closed	-$212K	–	153
2017 Q4	$212K	Hold	2,500	–	–	0.02%	123
2017 Q3	$216K	Buy	+2,500	New	+$200K	0.02%	116

Other funds holding XBI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bingham Osborn & Scarborough's XBI Position: Q1 2018 in Review

Bingham Osborn & Scarborough sold out of State Street SPDR S&P Biotech ETF (XBI) in Q1 2018, closing a stake of 2,500 shares — an estimated $212K sold.

Bingham Osborn & Scarborough first reported a position in XBI in Q3 2017 and held it in 2 quarters. The position peaked at $216K in Q3 2017. 414 funds tracked by Wall St. Rank hold XBI as of Q1 2018.

Bingham Osborn & Scarborough reported no remaining State Street SPDR S&P Biotech ETF position as of Q1 2018 after selling out during the quarter.
Bingham Osborn & Scarborough sold 2,500 State Street SPDR S&P Biotech ETF shares in Q1 2018, an estimated $212K.
Bingham Osborn & Scarborough first reported a position in State Street SPDR S&P Biotech ETF in Q3 2017 and held it in 2 quarters.
Bingham Osborn & Scarborough's State Street SPDR S&P Biotech ETF position peaked at $216K in Q3 2017.
414 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2018.

Based on Bingham Osborn & Scarborough's 13F filing for Q1 2018, filed 17 Apr 2018.