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Regent Investment Management’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Regent Investment 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
2013
Q4 		– Sell
-13,341
Closed -$574K – 189
2013
Q3 		$574K Hold
13,341
– – 0.38% 83
2013
Q2 		$464K Buy
+13,341
New +$469K 0.36% 90

Other funds holding XBI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Regent Investment Management's XBI Position: Q4 2013 in Review

Regent Investment Management sold out of State Street SPDR S&P Biotech ETF (XBI) in Q4 2013, closing a stake of 13,341 shares — an estimated $574K sold.

Regent Investment Management first reported a position in XBI in Q2 2013 and held it in 2 quarters. The position peaked at $574K in Q3 2013. 122 funds tracked by Wall St. Rank hold XBI as of Q4 2013.

  • Regent Investment Management reported no remaining State Street SPDR S&P Biotech ETF position as of Q4 2013 after selling out during the quarter.
  • Regent Investment Management sold 13,341 State Street SPDR S&P Biotech ETF shares in Q4 2013, an estimated $574K.
  • Regent Investment Management first reported a position in State Street SPDR S&P Biotech ETF in Q2 2013 and held it in 2 quarters.
  • Regent Investment Management's State Street SPDR S&P Biotech ETF position peaked at $574K in Q3 2013.
  • 122 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q4 2013.

Based on Regent Investment Management's 13F filing for Q4 2013, filed 22 Jan 2014.