Kanaly Trust’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Kanaly Trust’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
2014 Q2	–	Sell	-45	Closed	-$2K	–	741
2014 Q1	$2K	Buy	+45	New	+$2.3K	﹤0.01%	643

Other funds holding XBI

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Kanaly Trust's XBI Position: Q2 2014 in Review

Kanaly Trust sold out of State Street SPDR S&P Biotech ETF (XBI) in Q2 2014, closing a stake of 45 shares — an estimated $2K sold.

Kanaly Trust first reported a position in XBI in Q1 2014 and held it in 1 quarter. The position peaked at $2K in Q1 2014. 123 funds tracked by Wall St. Rank hold XBI as of Q2 2014.

Kanaly Trust reported no remaining State Street SPDR S&P Biotech ETF position as of Q2 2014 after selling out during the quarter.
Kanaly Trust sold 45 State Street SPDR S&P Biotech ETF shares in Q2 2014, an estimated $2K.
Kanaly Trust first reported a position in State Street SPDR S&P Biotech ETF in Q1 2014 and held it in 1 quarter.
Kanaly Trust's State Street SPDR S&P Biotech ETF position peaked at $2K in Q1 2014.
123 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2014.

Based on Kanaly Trust's 13F filing for Q2 2014, filed 28 Jul 2014.