Osborn Williams & Donohoe’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Osborn Williams & Donohoe’s Portfolio XME Stock Details XME Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-9,400	Closed	-$286K	–	221
2016 Q4	$286K	Sell	9,400 -1,800	-16%	-$51.9K	0.05%	186
2016 Q3	$297K	Hold	11,200	–	–	0.06%	187
2016 Q2	$273K	Hold	11,200	–	–	0.05%	182
2016 Q1	$229K	Hold	11,200	–	–	0.05%	198
2015 Q4	$167K	Buy	+11,200	New	+$187K	0.03%	202

Other funds holding XME

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

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 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

ACM

Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return

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

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

Osborn Williams & Donohoe's XME Position: Q1 2017 in Review

Osborn Williams & Donohoe sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q1 2017, closing a stake of 9,400 shares — an estimated $286K sold.

Osborn Williams & Donohoe first reported a position in XME in Q4 2015 and held it in 5 quarters. The position peaked at $297K in Q3 2016. 133 funds tracked by Wall St. Rank hold XME as of Q1 2017.

Osborn Williams & Donohoe reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q1 2017 after selling out during the quarter.
Osborn Williams & Donohoe sold 9,400 State Street SPDR S&P Metals & Mining ETF shares in Q1 2017, an estimated $286K.
Osborn Williams & Donohoe first reported a position in State Street SPDR S&P Metals & Mining ETF in Q4 2015 and held it in 5 quarters.
Osborn Williams & Donohoe's State Street SPDR S&P Metals & Mining ETF position peaked at $297K in Q3 2016.
133 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q1 2017.

Based on Osborn Williams & Donohoe's 13F filing for Q1 2017, filed 7 Apr 2017.