Leonard Rickey Investment Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Leonard Rickey Investment Advisors’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
2018 Q4	–	Sell	-4,060	Closed	-$389K	–	77
2018 Q3	$389K	Buy	4,060 +1	+0%	+$97	0.28%	39
2018 Q2	$386K	Buy	4,059 +1	+0%	+$92	0.29%	39
2018 Q1	$356K	Sell	4,058 -186	-4%	-$17K	0.28%	42
2017 Q4	$360K	Buy	+4,244	New	+$356K	0.28%	43

Other funds holding XBI

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

BCWM LLC Overland Park, Kansas $353M AUM 20.1% 1-Year Est. Return

Leonard Rickey Investment Advisors's XBI Position: Q4 2018 in Review

Leonard Rickey Investment Advisors sold out of State Street SPDR S&P Biotech ETF (XBI) in Q4 2018, closing a stake of 4,060 shares — an estimated $389K sold.

Leonard Rickey Investment Advisors first reported a position in XBI in Q4 2017 and held it in 4 quarters. The position peaked at $389K in Q3 2018. 427 funds tracked by Wall St. Rank hold XBI as of Q4 2018.

Leonard Rickey Investment Advisors reported no remaining State Street SPDR S&P Biotech ETF position as of Q4 2018 after selling out during the quarter.
Leonard Rickey Investment Advisors sold 4,060 State Street SPDR S&P Biotech ETF shares in Q4 2018, an estimated $389K.
Leonard Rickey Investment Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q4 2017 and held it in 4 quarters.
Leonard Rickey Investment Advisors's State Street SPDR S&P Biotech ETF position peaked at $389K in Q3 2018.
427 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q4 2018.

Based on Leonard Rickey Investment Advisors's 13F filing for Q4 2018, filed 17 Jan 2019.