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

Meridian 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
2018 Q1	–	Sell	-7,028	Closed	-$608K	–	204
2017 Q4	$608K	Hold	7,028	–	–	0.37%	62
2017 Q3	$608K	Buy	7,028 +1,425	+25%	+$114K	0.39%	61
2017 Q2	$432K	Buy	+5,603	New	+$397K	0.27%	86

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

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

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

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

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

Rafferty Asset Management New York $24.6B AUM 47.06% 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

Meridian Wealth Management's XBI Position: Q1 2018 in Review

Meridian Wealth Management sold out of State Street SPDR S&P Biotech ETF (XBI) in Q1 2018, closing a stake of 7,028 shares — an estimated $608K sold.

Meridian Wealth Management first reported a position in XBI in Q2 2017 and held it in 3 quarters. The position peaked at $608K in Q4 2017. 414 funds tracked by Wall St. Rank hold XBI as of Q1 2018.

Meridian Wealth Management reported no remaining State Street SPDR S&P Biotech ETF position as of Q1 2018 after selling out during the quarter.
Meridian Wealth Management sold 7,028 State Street SPDR S&P Biotech ETF shares in Q1 2018, an estimated $608K.
Meridian Wealth Management first reported a position in State Street SPDR S&P Biotech ETF in Q2 2017 and held it in 3 quarters.
Meridian Wealth Management's State Street SPDR S&P Biotech ETF position peaked at $608K in Q4 2017.
414 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2018.

Based on Meridian Wealth Management's 13F filing for Q1 2018, filed 8 May 2018.