Piershale Financial Group’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Piershale Financial Group’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
2016 Q3	–	Sell	-502	Closed	-$27K	–	173
2016 Q2	$27K	Buy	502 +1	+0.2%	+$55	0.02%	50
2016 Q1	$26K	Buy	501 +300	+149%	+$15.6K	0.02%	48
2015 Q4	$14K	Buy	+201	New	+$13.7K	0.01%	96
2015 Q3	–	Sell	-780	Closed	-$61.5K	–	169
2015 Q2	$66K	Buy	780 +183	+31%	+$14.2K	0.05%	28
2015 Q1	$45K	Buy	+597	New	+$41.7K	0.04%	33

Other funds holding XBI

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

Citigroup New York $303B AUM 53.02% 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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

DCM

Discovery Capital Management South Norwalk, Connecticut $2.41B AUM 286.33% 1-Year Est. Return

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Piershale Financial Group's XBI Position: Q3 2016 in Review

Piershale Financial Group sold out of State Street SPDR S&P Biotech ETF (XBI) in Q3 2016, closing a stake of 502 shares — an estimated $27K sold.

Piershale Financial Group first reported a position in XBI in Q1 2015 and held it in 5 quarters. The position peaked at $66K in Q2 2015. 228 funds tracked by Wall St. Rank hold XBI as of Q3 2016.

Piershale Financial Group reported no remaining State Street SPDR S&P Biotech ETF position as of Q3 2016 after selling out during the quarter.
Piershale Financial Group sold 502 State Street SPDR S&P Biotech ETF shares in Q3 2016, an estimated $27K.
Piershale Financial Group first reported a position in State Street SPDR S&P Biotech ETF in Q1 2015 and held it in 5 quarters.
Piershale Financial Group's State Street SPDR S&P Biotech ETF position peaked at $66K in Q2 2015.
228 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q3 2016.

Based on Piershale Financial Group's 13F filing for Q3 2016, filed 18 Oct 2016.