Dynasty Wealth Management’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Dynasty Wealth Management’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 Q4	–	Sell	-3,445	Closed	-$330K	–	108
2018 Q3	$330K	Hold	3,445	–	–	0.42%	61
2018 Q2	$328K	Buy	3,445 +500	+17%	+$46K	0.68%	40
2018 Q1	$258K	Sell	2,945 -400	-12%	-$36.5K	0.11%	48
2017 Q4	$284K	Buy	+3,345	New	+$280K	0.49%	65

Other funds holding XBI

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

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

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

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

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

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

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

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Dynasty Wealth Management's XBI Position: Q4 2018 in Review

Dynasty Wealth Management sold out of State Street SPDR S&P Biotech ETF (XBI) in Q4 2018, closing a stake of 3,445 shares — an estimated $330K sold.

Dynasty Wealth Management first reported a position in XBI in Q4 2017 and held it in 4 quarters. The position peaked at $330K in Q3 2018. 427 funds tracked by Wall St. Rank hold XBI as of Q4 2018.

Dynasty Wealth Management reported no remaining State Street SPDR S&P Biotech ETF position as of Q4 2018 after selling out during the quarter.
Dynasty Wealth Management sold 3,445 State Street SPDR S&P Biotech ETF shares in Q4 2018, an estimated $330K.
Dynasty Wealth Management first reported a position in State Street SPDR S&P Biotech ETF in Q4 2017 and held it in 4 quarters.
Dynasty Wealth Management's State Street SPDR S&P Biotech ETF position peaked at $330K in Q3 2018.
427 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q4 2018.

Based on Dynasty Wealth Management's 13F filing for Q4 2018, filed 12 Feb 2019.