First Personal Financial Services’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

First Personal Financial Services’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 Q2	–	Sell	-1,959	Closed	-$172K	–	944
2018 Q1	$172K	Hold	1,959	–	–	0.04%	232
2017 Q4	$166K	Hold	1,959	–	–	0.03%	265
2017 Q3	$170K	Hold	1,959	–	–	0.04%	228
2017 Q2	$151K	Hold	1,959	–	–	0.03%	247
2017 Q1	$136K	Hold	1,959	–	–	0.03%	251
2016 Q4	$116K	Hold	1,959	–	–	0.03%	259
2016 Q3	$130K	Hold	1,959	–	–	0.04%	181
2016 Q2	$106K	Buy	+1,959	New	+$107K	0.04%	192

Other funds holding XBI

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

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

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

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

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

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

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

First Personal Financial Services's XBI Position: Q2 2018 in Review

First Personal Financial Services sold out of State Street SPDR S&P Biotech ETF (XBI) in Q2 2018, closing a stake of 1,959 shares — an estimated $172K sold.

First Personal Financial Services first reported a position in XBI in Q2 2016 and held it in 8 quarters. The position peaked at $172K in Q1 2018. 430 funds tracked by Wall St. Rank hold XBI as of Q2 2018.

First Personal Financial Services reported no remaining State Street SPDR S&P Biotech ETF position as of Q2 2018 after selling out during the quarter.
First Personal Financial Services sold 1,959 State Street SPDR S&P Biotech ETF shares in Q2 2018, an estimated $172K.
First Personal Financial Services first reported a position in State Street SPDR S&P Biotech ETF in Q2 2016 and held it in 8 quarters.
First Personal Financial Services's State Street SPDR S&P Biotech ETF position peaked at $172K in Q1 2018.
430 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2018.

Based on First Personal Financial Services's 13F filing for Q2 2018, filed 7 Aug 2018.