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Gary Goldberg Planning Services’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Gary Goldberg Planning 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
2014
Q4 		– Sell
-450
Closed -$23K – 495
2014
Q3 		$23K Buy
+450
New +$22.9K 0.01% 303

Other funds holding XBI

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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

Gary Goldberg Planning Services's XBI Position: Q4 2014 in Review

Gary Goldberg Planning Services sold out of State Street SPDR S&P Biotech ETF (XBI) in Q4 2014, closing a stake of 450 shares — an estimated $23K sold.

Gary Goldberg Planning Services first reported a position in XBI in Q3 2014 and held it in 1 quarter. The position peaked at $23K in Q3 2014. 146 funds tracked by Wall St. Rank hold XBI as of Q4 2014.

  • Gary Goldberg Planning Services reported no remaining State Street SPDR S&P Biotech ETF position as of Q4 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 450 State Street SPDR S&P Biotech ETF shares in Q4 2014, an estimated $23K.
  • Gary Goldberg Planning Services first reported a position in State Street SPDR S&P Biotech ETF in Q3 2014 and held it in 1 quarter.
  • Gary Goldberg Planning Services's State Street SPDR S&P Biotech ETF position peaked at $23K in Q3 2014.
  • 146 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.