KCS Wealth Advisory’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

KCS Wealth Advisory’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 Q4	–	Sell	-50	Closed	-$3.81K	–	414
2019 Q3	$3.81K	Buy	+50	New	+$4.16K	﹤0.01%	402

Other funds holding XBI

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

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

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

KCS Wealth Advisory's XBI Position: Q4 2019 in Review

KCS Wealth Advisory sold out of State Street SPDR S&P Biotech ETF (XBI) in Q4 2019, closing a stake of 50 shares — an estimated $3.81K sold.

KCS Wealth Advisory first reported a position in XBI in Q3 2019 and held it in 1 quarter. The position peaked at $3.81K in Q3 2019. 474 funds tracked by Wall St. Rank hold XBI as of Q4 2019.

KCS Wealth Advisory reported no remaining State Street SPDR S&P Biotech ETF position as of Q4 2019 after selling out during the quarter.
KCS Wealth Advisory sold 50 State Street SPDR S&P Biotech ETF shares in Q4 2019, an estimated $3.81K.
KCS Wealth Advisory first reported a position in State Street SPDR S&P Biotech ETF in Q3 2019 and held it in 1 quarter.
KCS Wealth Advisory's State Street SPDR S&P Biotech ETF position peaked at $3.81K in Q3 2019.
474 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.