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CA
Cumberland Advisors’s
State Street SPDR S&P Homebuilders ETF
XHB
Stock Holding History
Cumberland 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
2016
Q4
–
Sell
-160,360
Closed
-$5.44M
–
60
2016
Q3
$5.44M
Buy
160,360
+13,540
+9%
+$478K
3.03%
13
2016
Q2
$4.92M
Sell
146,820
-1,640
-1%
-$55.4K
3.03%
14
2016
Q1
$5.02M
Buy
148,460
+3,130
+2%
+$97.3K
3.46%
10
2015
Q4
$4.97M
Sell
145,330
-500
-0.3%
-$17.8K
2.94%
13
2015
Q3
$4.99M
Sell
145,830
-11,140
-7%
-$409K
3.1%
13
2015
Q2
$5.75M
Buy
156,970
+15,410
+11%
+$557K
3.04%
12
2015
Q1
$5.22M
Buy
141,560
+730
+0.5%
+$25.8K
2.71%
12
2014
Q4
$4.8M
Buy
+140,830
New
+$4.47M
2.79%
10
2013
Q3
–
Sell
-246,703
Closed
-$7.26M
–
56
2013
Q2
$7.26M
Buy
+246,703
New
+$7.47M
3.96%
8
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24.88%
1-Year Est. Return
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31.28%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
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1-Year Est. Return
MIFH
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$11.5B AUM
52.5%
1-Year Est. Return
Citigroup
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$157B AUM
32.99%
1-Year Est. Return
OTPPB
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Toronto, Ontario, Canada
$3.43B AUM
7.79%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
Barclays
London, United Kingdom
$280B AUM
33.63%
1-Year Est. Return
N
Natixis
Paris, France
$25B AUM
26.79%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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