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King Wealth Management Group’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

King Wealth Management Group’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
2015
Q4 		– Sell
-5,817
Closed -$362K – 112
2015
Q3 		$362K Hold
5,817
– – 0.22% 69
2015
Q2 		$489K Hold
5,817
– – 0.27% 61
2015
Q1 		$437K Buy
+5,817
New +$406K 0.25% 58

Other funds holding XBI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

King Wealth Management Group's XBI Position: Q4 2015 in Review

King Wealth Management Group sold out of State Street SPDR S&P Biotech ETF (XBI) in Q4 2015, closing a stake of 5,817 shares — an estimated $362K sold.

King Wealth Management Group first reported a position in XBI in Q1 2015 and held it in 3 quarters. The position peaked at $489K in Q2 2015. 199 funds tracked by Wall St. Rank hold XBI as of Q4 2015.

  • King Wealth Management Group reported no remaining State Street SPDR S&P Biotech ETF position as of Q4 2015 after selling out during the quarter.
  • King Wealth Management Group sold 5,817 State Street SPDR S&P Biotech ETF shares in Q4 2015, an estimated $362K.
  • King Wealth Management Group first reported a position in State Street SPDR S&P Biotech ETF in Q1 2015 and held it in 3 quarters.
  • King Wealth Management Group's State Street SPDR S&P Biotech ETF position peaked at $489K in Q2 2015.
  • 199 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q4 2015.

Based on King Wealth Management Group's 13F filing for Q4 2015, filed 11 Feb 2016.