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

Mascoma Wealth Management’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
2017 Q4	–	Sell	-925	Closed	-$80K	–	425
2017 Q3	$80K	Hold	925	–	–	0.05%	127
2017 Q2	$71K	Hold	925	–	–	0.05%	134
2017 Q1	$64K	Hold	925	–	–	0.05%	129
2016 Q4	$55K	Buy	+925	New	+$57.1K	0.04%	138

Other funds holding XBI

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

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Mascoma Wealth Management's XBI Position: Q4 2017 in Review

Mascoma Wealth Management sold out of State Street SPDR S&P Biotech ETF (XBI) in Q4 2017, closing a stake of 925 shares — an estimated $80K sold.

Mascoma Wealth Management first reported a position in XBI in Q4 2016 and held it in 4 quarters. The position peaked at $80K in Q3 2017. 397 funds tracked by Wall St. Rank hold XBI as of Q4 2017.

Mascoma Wealth Management reported no remaining State Street SPDR S&P Biotech ETF position as of Q4 2017 after selling out during the quarter.
Mascoma Wealth Management sold 925 State Street SPDR S&P Biotech ETF shares in Q4 2017, an estimated $80K.
Mascoma Wealth Management first reported a position in State Street SPDR S&P Biotech ETF in Q4 2016 and held it in 4 quarters.
Mascoma Wealth Management's State Street SPDR S&P Biotech ETF position peaked at $80K in Q3 2017.
397 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q4 2017.

Based on Mascoma Wealth Management's 13F filing for Q4 2017, filed 5 Feb 2018.