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Dumont & Blake Investment Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Dumont & Blake Investment 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
2013
Q3 		– Sell
-28,290
Closed -$983K – 148
2013
Q2 		$983K Buy
+28,290
New +$994K 0.59% 70

Other funds holding XBI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Dumont & Blake Investment Advisors's XBI Position: Q3 2013 in Review

Dumont & Blake Investment Advisors sold out of State Street SPDR S&P Biotech ETF (XBI) in Q3 2013, closing a stake of 28,290 shares — an estimated $983K sold.

Dumont & Blake Investment Advisors first reported a position in XBI in Q2 2013 and held it in 1 quarter. The position peaked at $983K in Q2 2013. 125 funds tracked by Wall St. Rank hold XBI as of Q3 2013.

  • Dumont & Blake Investment Advisors reported no remaining State Street SPDR S&P Biotech ETF position as of Q3 2013 after selling out during the quarter.
  • Dumont & Blake Investment Advisors sold 28,290 State Street SPDR S&P Biotech ETF shares in Q3 2013, an estimated $983K.
  • Dumont & Blake Investment Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q2 2013 and held it in 1 quarter.
  • Dumont & Blake Investment Advisors's State Street SPDR S&P Biotech ETF position peaked at $983K in Q2 2013.
  • 125 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q3 2013.

Based on Dumont & Blake Investment Advisors's 13F filing for Q3 2013, filed 5 Nov 2013.