Polaris Wealth Advisory Group’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Polaris Wealth Advisory 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
2018 Q4	–	Sell	-146,289	Closed	-$14M	–	472
2018 Q3	$14M	Sell	146,289 -10,900	-7%	-$1.06M	0.97%	46
2018 Q2	$13.8M	Sell	157,189 -441	-0.3%	-$40.5K	1.16%	42
2018 Q1	$13.8M	Sell	157,630 -2,461	-2%	-$225K	1.13%	41
2017 Q4	$13.6M	Buy	160,091 +13,832	+9%	+$1.16M	1.12%	46
2017 Q3	$12.7M	Buy	146,259 +13,923	+11%	+$1.12M	1.11%	42
2017 Q2	$10.2M	Buy	132,336 +1,866	+1%	+$132K	1.16%	35
2017 Q1	$9.05M	Sell	130,470 -2,724	-2%	-$183K	0.99%	45
2016 Q4	$7.88M	Sell	133,194 -1,061	-0.8%	-$65.5K	0.91%	48
2016 Q3	$8.9M	Buy	+134,255	New	+$8.31M	1.06%	40

Other funds holding XBI

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Polaris Wealth Advisory Group's XBI Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of State Street SPDR S&P Biotech ETF (XBI) in Q4 2018, closing a stake of 146,289 shares — an estimated $14M sold.

Polaris Wealth Advisory Group first reported a position in XBI in Q3 2016 and held it in 9 quarters. The position peaked at $14M in Q3 2018. 427 funds tracked by Wall St. Rank hold XBI as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining State Street SPDR S&P Biotech ETF position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 146,289 State Street SPDR S&P Biotech ETF shares in Q4 2018, an estimated $14M.
Polaris Wealth Advisory Group first reported a position in State Street SPDR S&P Biotech ETF in Q3 2016 and held it in 9 quarters.
Polaris Wealth Advisory Group's State Street SPDR S&P Biotech ETF position peaked at $14M in Q3 2018.
427 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.