Foresters Investment Management’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Foresters Investment 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
2019 Q3	–	Sell	-56,900	Closed	-$4.99M	–	311
2019 Q2	$4.99M	Sell	56,900 -8,600	-13%	-$734K	0.09%	274
2019 Q1	$5.93M	Buy	65,500 +2,000	+3%	+$170K	0.1%	262
2018 Q4	$4.56M	Buy	63,500 +11,500	+22%	+$927K	0.09%	271
2018 Q3	$4.99M	Buy	+52,000	New	+$5.04M	0.08%	302

Other funds holding XBI

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

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

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

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

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

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

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

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

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Foresters Investment Management's XBI Position: Q3 2019 in Review

Foresters Investment Management sold out of State Street SPDR S&P Biotech ETF (XBI) in Q3 2019, closing a stake of 56,900 shares — an estimated $4.99M sold.

Foresters Investment Management first reported a position in XBI in Q3 2018 and held it in 4 quarters. The position peaked at $5.93M in Q1 2019. 406 funds tracked by Wall St. Rank hold XBI as of Q3 2019.

Foresters Investment Management reported no remaining State Street SPDR S&P Biotech ETF position as of Q3 2019 after selling out during the quarter.
Foresters Investment Management sold 56,900 State Street SPDR S&P Biotech ETF shares in Q3 2019, an estimated $4.99M.
Foresters Investment Management first reported a position in State Street SPDR S&P Biotech ETF in Q3 2018 and held it in 4 quarters.
Foresters Investment Management's State Street SPDR S&P Biotech ETF position peaked at $5.93M in Q1 2019.
406 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q3 2019.

Based on Foresters Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.