Robert N. Shapiro’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Robert N. Shapiro’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
2014 Q4	$459K	Sell	7,362 -2,133	-22%	-$122K	0.09%	184
2014 Q3	$494K	Sell	9,495 -14,409	-60%	-$735K	0.09%	180
2014 Q2	$1.23M	Sell	23,904 -16,296	-41%	-$735K	0.23%	117
2014 Q1	$1.91M	Sell	40,200 -2,775	-6%	-$142K	0.35%	86
2013 Q4	$1.87M	Sell	42,975 -1,086	-2%	-$45K	0.33%	89
2013 Q3	$1.9M	Buy	44,061 +2,895	+7%	+$117K	0.33%	98
2013 Q2	$1.43M	Buy	+41,166	New	+$1.45M	0.3%	96

Other funds holding XBI

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Robert N. Shapiro's XBI Position: Q4 2014 in Review

Robert N. Shapiro reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 22% in Q4 2014, selling an estimated $122K and leaving 7,362 shares worth $459K. The position accounts for 0.09% of the portfolio, ranked #184.

Robert N. Shapiro first reported a position in XBI in Q2 2013 and has held it in 7 quarters since. The position peaked at $1.91M in Q1 2014. 146 funds tracked by Wall St. Rank hold XBI as of Q4 2014.

Robert N. Shapiro held 7,362 shares of State Street SPDR S&P Biotech ETF worth $459K as of Q4 2014.
Robert N. Shapiro sold 2,133 State Street SPDR S&P Biotech ETF shares in Q4 2014, an estimated $122K.
State Street SPDR S&P Biotech ETF made up 0.09% of Robert N. Shapiro's portfolio in Q4 2014, its #184 holding.
Robert N. Shapiro first reported a position in State Street SPDR S&P Biotech ETF in Q2 2013 and has held it in 7 quarters since.
Robert N. Shapiro's State Street SPDR S&P Biotech ETF position peaked at $1.91M in Q1 2014.
146 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.