Evolution Wealth Advisors’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Evolution Wealth 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
2019 Q2	–	Sell	-75	Closed	-$3K	–	491
2019 Q1	$3K	Hold	75	–	–	﹤0.01%	99
2018 Q4	$2K	Buy	+75	New	+$2.58K	﹤0.01%	137

Other funds holding XHB

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

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

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

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

DCM

Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

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

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

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

Evolution Wealth Advisors's XHB Position: Q2 2019 in Review

Evolution Wealth Advisors sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q2 2019, closing a stake of 75 shares — an estimated $3K sold.

Evolution Wealth Advisors first reported a position in XHB in Q4 2018 and held it in 2 quarters. The position peaked at $3K in Q1 2019. 153 funds tracked by Wall St. Rank hold XHB as of Q2 2019.

Evolution Wealth Advisors reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q2 2019 after selling out during the quarter.
Evolution Wealth Advisors sold 75 State Street SPDR S&P Homebuilders ETF shares in Q2 2019, an estimated $3K.
Evolution Wealth Advisors first reported a position in State Street SPDR S&P Homebuilders ETF in Q4 2018 and held it in 2 quarters.
Evolution Wealth Advisors's State Street SPDR S&P Homebuilders ETF position peaked at $3K in Q1 2019.
153 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q2 2019.

Based on Evolution Wealth Advisors's 13F filing for Q2 2019, filed 12 Jul 2019.