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Juncture Wealth Strategies’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Juncture Wealth Strategies’s Portfolio XHB Stock Details XHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-120,353
Closed -$4.64M – 87
2017
Q2 		$4.64M Buy
120,353
+5,915
+5% +$224K 2.66% 12
2017
Q1 		$4.26M Buy
114,438
+144
+0.1% +$5.13K 2.62% 10
2016
Q4 		$3.87M Sell
114,294
-70,421
-38% -$2.36M 2.68% 14
2016
Q3 		$6.27M Sell
184,715
-19,061
-9% -$673K 4.23% 6
2016
Q2 		$6.83M Buy
203,776
+10,195
+5% +$345K 4.87% 3
2016
Q1 		$6.55M Buy
193,581
+5,381
+3% +$167K 4.84% 3
2015
Q4 		$6.43M Buy
188,200
+12,495
+7% +$444K 4.8% 4
2015
Q3 		$6.01M Buy
175,705
+16,577
+10% +$608K 4.87% 4
2015
Q2 		$5.83M Buy
159,128
+825
+0.5% +$29.8K 4.74% 5
2015
Q1 		$5.83M Sell
158,303
-166,673
-51% -$5.89M 4.79% 5
2014
Q4 		$11.1M Buy
+324,976
New +$10.3M 5.32% 5

Other funds holding XHB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
QIM
Quantitative Investment Management Charlottesville, Virginia $963M AUM 12.95% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Juncture Wealth Strategies's XHB Position: Q3 2017 in Review

Juncture Wealth Strategies sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q3 2017, closing a stake of 120,353 shares — an estimated $4.64M sold.

Juncture Wealth Strategies first reported a position in XHB in Q4 2014 and held it in 11 quarters. The position peaked at $11.1M in Q4 2014. 135 funds tracked by Wall St. Rank hold XHB as of Q3 2017.

  • Juncture Wealth Strategies reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q3 2017 after selling out during the quarter.
  • Juncture Wealth Strategies sold 120,353 State Street SPDR S&P Homebuilders ETF shares in Q3 2017, an estimated $4.64M.
  • Juncture Wealth Strategies first reported a position in State Street SPDR S&P Homebuilders ETF in Q4 2014 and held it in 11 quarters.
  • Juncture Wealth Strategies's State Street SPDR S&P Homebuilders ETF position peaked at $11.1M in Q4 2014.
  • 135 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q3 2017.

Based on Juncture Wealth Strategies's 13F filing for Q3 2017, filed 18 Oct 2017.