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Harfst & Associates’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Harfst & Associates’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
2017
Q3 		– Sell
-876
Closed -$67K – 215
2017
Q2 		$67K Hold
876
– – 0.03% 136
2017
Q1 		$60K Buy
+876
New +$58.8K 0.03% 143
2016
Q1 		– Sell
-876
Closed -$61K – 250
2015
Q4 		$61K Hold
876
– – 0.02% 172
2015
Q3 		$55K Buy
876
+300
+52% +$23.6K 0.02% 171
2015
Q2 		$48K Buy
+576
New +$44.8K 0.03% 178

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 $761B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return