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

Goldman Sachs New York $1.15T AUM 47.82% 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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Harfst & Associates's XBI Position: Q3 2017 in Review

Harfst & Associates sold out of State Street SPDR S&P Biotech ETF (XBI) in Q3 2017, closing a stake of 876 shares — an estimated $67K sold.

Harfst & Associates first reported a position in XBI in Q2 2015 and held it in 5 quarters. The position peaked at $67K in Q2 2017. 349 funds tracked by Wall St. Rank hold XBI as of Q3 2017.

Harfst & Associates reported no remaining State Street SPDR S&P Biotech ETF position as of Q3 2017 after selling out during the quarter.
Harfst & Associates sold 876 State Street SPDR S&P Biotech ETF shares in Q3 2017, an estimated $67K.
Harfst & Associates first reported a position in State Street SPDR S&P Biotech ETF in Q2 2015 and held it in 5 quarters.
Harfst & Associates's State Street SPDR S&P Biotech ETF position peaked at $67K in Q2 2017.
349 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q3 2017.

Based on Harfst & Associates's 13F filing for Q3 2017, filed 7 Nov 2017.