McKinley Carter Wealth Services’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

McKinley Carter Wealth Services’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 Q2	–	Sell	-580	Closed	-$51K	–	395
2018 Q1	$51K	Buy	+580	New	+$53K	0.02%	259

Other funds holding XBI

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

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

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

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

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

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

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

McKinley Carter Wealth Services's XBI Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of State Street SPDR S&P Biotech ETF (XBI) in Q2 2018, closing a stake of 580 shares — an estimated $51K sold.

McKinley Carter Wealth Services first reported a position in XBI in Q1 2018 and held it in 1 quarter. The position peaked at $51K in Q1 2018. 431 funds tracked by Wall St. Rank hold XBI as of Q2 2018.

McKinley Carter Wealth Services reported no remaining State Street SPDR S&P Biotech ETF position as of Q2 2018 after selling out during the quarter.
McKinley Carter Wealth Services sold 580 State Street SPDR S&P Biotech ETF shares in Q2 2018, an estimated $51K.
McKinley Carter Wealth Services first reported a position in State Street SPDR S&P Biotech ETF in Q1 2018 and held it in 1 quarter.
McKinley Carter Wealth Services's State Street SPDR S&P Biotech ETF position peaked at $51K in Q1 2018.
431 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.