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

Paulson 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
-45
Closed -$4K – 538
2017
Q4 		$4K Buy
+45
New +$3.77K ﹤0.01% 494

Other funds holding XBI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Paulson Wealth Management sold out of State Street SPDR S&P Biotech ETF (XBI) in Q1 2018, closing a stake of 45 shares — an estimated $4K sold.

Paulson Wealth Management first reported a position in XBI in Q4 2017 and held it in 1 quarter. The position peaked at $4K in Q4 2017. 414 funds tracked by Wall St. Rank hold XBI as of Q1 2018.

  • Paulson Wealth Management reported no remaining State Street SPDR S&P Biotech ETF position as of Q1 2018 after selling out during the quarter.
  • Paulson Wealth Management sold 45 State Street SPDR S&P Biotech ETF shares in Q1 2018, an estimated $4K.
  • Paulson Wealth Management first reported a position in State Street SPDR S&P Biotech ETF in Q4 2017 and held it in 1 quarter.
  • Paulson Wealth Management's State Street SPDR S&P Biotech ETF position peaked at $4K in Q4 2017.
  • 414 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2018.

Based on Paulson Wealth Management's 13F filing for Q1 2018, filed 2 May 2018.