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Cabot Wealth Management’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Cabot Wealth Management’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
Q2 		– Sell
-86,814
Closed -$2.64M – 146
2017
Q1 		$2.64M Buy
86,814
+7,269
+9% +$234K 0.65% 62
2016
Q4 		$2.42M Buy
+79,545
New +$2.29M 0.65% 54

Other funds holding XME

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return

Cabot Wealth Management's XME Position: Q2 2017 in Review

Cabot Wealth Management sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q2 2017, closing a stake of 86,814 shares — an estimated $2.64M sold.

Cabot Wealth Management first reported a position in XME in Q4 2016 and held it in 2 quarters. The position peaked at $2.64M in Q1 2017. 109 funds tracked by Wall St. Rank hold XME as of Q2 2017.

  • Cabot Wealth Management reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q2 2017 after selling out during the quarter.
  • Cabot Wealth Management sold 86,814 State Street SPDR S&P Metals & Mining ETF shares in Q2 2017, an estimated $2.64M.
  • Cabot Wealth Management first reported a position in State Street SPDR S&P Metals & Mining ETF in Q4 2016 and held it in 2 quarters.
  • Cabot Wealth Management's State Street SPDR S&P Metals & Mining ETF position peaked at $2.64M in Q1 2017.
  • 109 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2017.

Based on Cabot Wealth Management's 13F filing for Q2 2017, filed 1 Aug 2017.