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Ipswich Investment Management’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Ipswich Investment Management’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
2019
Q1 		– Sell
-150
Closed -$11K – 396
2018
Q4 		$11K Buy
+150
New +$12.1K ﹤0.01% 369

Other funds holding XBI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ipswich Investment Management's XBI Position: Q1 2019 in Review

Ipswich Investment Management sold out of State Street SPDR S&P Biotech ETF (XBI) in Q1 2019, closing a stake of 150 shares — an estimated $11K sold.

Ipswich Investment Management first reported a position in XBI in Q4 2018 and held it in 1 quarter. The position peaked at $11K in Q4 2018. 451 funds tracked by Wall St. Rank hold XBI as of Q1 2019.

  • Ipswich Investment Management reported no remaining State Street SPDR S&P Biotech ETF position as of Q1 2019 after selling out during the quarter.
  • Ipswich Investment Management sold 150 State Street SPDR S&P Biotech ETF shares in Q1 2019, an estimated $11K.
  • Ipswich Investment Management first reported a position in State Street SPDR S&P Biotech ETF in Q4 2018 and held it in 1 quarter.
  • Ipswich Investment Management's State Street SPDR S&P Biotech ETF position peaked at $11K in Q4 2018.
  • 451 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2019.

Based on Ipswich Investment Management's 13F filing for Q1 2019, filed 12 Apr 2019.