Douglass Winthrop Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Douglass Winthrop Advisors’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 Q3	–	Sell	-2,135	Closed	-$203K	–	290
2018 Q2	$203K	Sell	2,135 -1,595	-43%	-$147K	0.01%	279
2018 Q1	$327K	Buy	+3,730	New	+$341K	0.02%	230

Other funds holding XBI

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Douglass Winthrop Advisors's XBI Position: Q3 2018 in Review

Douglass Winthrop Advisors sold out of State Street SPDR S&P Biotech ETF (XBI) in Q3 2018, closing a stake of 2,135 shares — an estimated $203K sold.

Douglass Winthrop Advisors first reported a position in XBI in Q1 2018 and held it in 2 quarters. The position peaked at $327K in Q1 2018. 432 funds tracked by Wall St. Rank hold XBI as of Q3 2018.

Douglass Winthrop Advisors reported no remaining State Street SPDR S&P Biotech ETF position as of Q3 2018 after selling out during the quarter.
Douglass Winthrop Advisors sold 2,135 State Street SPDR S&P Biotech ETF shares in Q3 2018, an estimated $203K.
Douglass Winthrop Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q1 2018 and held it in 2 quarters.
Douglass Winthrop Advisors's State Street SPDR S&P Biotech ETF position peaked at $327K in Q1 2018.
432 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q3 2018.

Based on Douglass Winthrop Advisors's 13F filing for Q3 2018, filed 12 Oct 2018.