Fusion Family Wealth’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Fusion Family Wealth’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 Q1	–	Sell	-337	Closed	-$11K	–	245
2018 Q4	$11K	Sell	337 -245	-42%	-$8.43K	﹤0.01%	182
2018 Q3	$22K	Sell	582 -250	-30%	-$9.99K	0.01%	165
2018 Q2	$33K	Hold	832	–	–	0.01%	149
2018 Q1	$34K	Sell	832 -37	-4%	-$1.59K	0.01%	138
2017 Q4	$38K	Hold	869	–	–	0.01%	145
2017 Q3	$35K	Hold	869	–	–	0.01%	104
2017 Q2	$33K	Buy	869 +374	+76%	+$14.1K	0.01%	144
2017 Q1	$18K	Sell	495 -625	-56%	-$22.3K	0.01%	176
2016 Q4	$38K	Buy	+1,120	New	+$37.5K	0.02%	140

Other funds holding XHB

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

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

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

NWI Management New York $2.16B AUM 62.95% 1-Year Est. Return

Fusion Family Wealth's XHB Position: Q1 2019 in Review

Fusion Family Wealth sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q1 2019, closing a stake of 337 shares — an estimated $11K sold.

Fusion Family Wealth first reported a position in XHB in Q4 2016 and held it in 9 quarters. The position peaked at $38K in Q4 2017. 148 funds tracked by Wall St. Rank hold XHB as of Q1 2019.

Fusion Family Wealth reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q1 2019 after selling out during the quarter.
Fusion Family Wealth sold 337 State Street SPDR S&P Homebuilders ETF shares in Q1 2019, an estimated $11K.
Fusion Family Wealth first reported a position in State Street SPDR S&P Homebuilders ETF in Q4 2016 and held it in 9 quarters.
Fusion Family Wealth's State Street SPDR S&P Homebuilders ETF position peaked at $38K in Q4 2017.
148 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q1 2019.

Based on Fusion Family Wealth's 13F filing for Q1 2019, filed 10 May 2019.