Homrich & Berg’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Homrich & Berg’s Portfolio XME Stock Details XME Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-6,170	Closed	-$211K	–	341
2018 Q3	$211K	Hold	6,170	–	–	0.01%	305
2018 Q2	$219K	Buy	6,170 +170	+3%	+$6.19K	0.02%	295
2018 Q1	$204K	Hold	6,000	–	–	0.01%	316
2017 Q4	$218K	Buy	+6,000	New	+$196K	0.01%	310

Other funds holding XME

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return

Homrich & Berg's XME Position: Q4 2018 in Review

Homrich & Berg sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q4 2018, closing a stake of 6,170 shares — an estimated $211K sold.

Homrich & Berg first reported a position in XME in Q4 2017 and held it in 4 quarters. The position peaked at $219K in Q2 2018. 111 funds tracked by Wall St. Rank hold XME as of Q4 2018.

Homrich & Berg reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q4 2018 after selling out during the quarter.
Homrich & Berg sold 6,170 State Street SPDR S&P Metals & Mining ETF shares in Q4 2018, an estimated $211K.
Homrich & Berg first reported a position in State Street SPDR S&P Metals & Mining ETF in Q4 2017 and held it in 4 quarters.
Homrich & Berg's State Street SPDR S&P Metals & Mining ETF position peaked at $219K in Q2 2018.
111 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q4 2018.

Based on Homrich & Berg's 13F filing for Q4 2018, filed 6 Feb 2019.