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Fusion Investment Group’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Fusion Investment Group’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
2015
Q4 		– Sell
-66
Closed -$4K – 153
2015
Q3 		$4K Hold
66
– – 0.01% 150
2015
Q2 		$6K Buy
+66
New +$5.13K ﹤0.01% 162
2014
Q4 		– Sell
-66
Closed -$3K – 206
2014
Q3 		$3K Sell
66
-33
-33% -$1.68K ﹤0.01% 190
2014
Q2 		$5K Sell
99
-135
-58% -$6.09K ﹤0.01% 201
2014
Q1 		$11K Hold
234
– – 0.01% 182
2013
Q4 		$10K Buy
+234
New +$9.69K 0.01% 210

Other funds holding XBI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fusion Investment Group's XBI Position: Q4 2015 in Review

Fusion Investment Group sold out of State Street SPDR S&P Biotech ETF (XBI) in Q4 2015, closing a stake of 66 shares — an estimated $4K sold.

Fusion Investment Group first reported a position in XBI in Q4 2013 and held it in 6 quarters. The position peaked at $11K in Q1 2014. 199 funds tracked by Wall St. Rank hold XBI as of Q4 2015.

  • Fusion Investment Group reported no remaining State Street SPDR S&P Biotech ETF position as of Q4 2015 after selling out during the quarter.
  • Fusion Investment Group sold 66 State Street SPDR S&P Biotech ETF shares in Q4 2015, an estimated $4K.
  • Fusion Investment Group first reported a position in State Street SPDR S&P Biotech ETF in Q4 2013 and held it in 6 quarters.
  • Fusion Investment Group's State Street SPDR S&P Biotech ETF position peaked at $11K in Q1 2014.
  • 199 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q4 2015.

Based on Fusion Investment Group's 13F filing for Q4 2015, filed 16 Feb 2016.