Rothschild Capital Partners’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Rothschild Capital Partners’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	-43,072	Closed	-$4.13M	–	41
2018 Q3	$4.13M	Hold	43,072	–	–	1.83%	20
2018 Q2	$4.1M	Hold	43,072	–	–	1.71%	21
2018 Q1	$3.78M	Sell	43,072 -2,124	-5%	-$194K	1.48%	24
2017 Q4	$3.84M	Buy	+45,196	New	+$3.79M	1.5%	23
2017 Q1	–	Sell	-29,160	Closed	-$1.73M	–	57
2016 Q4	$1.73M	Sell	29,160 -22,283	-43%	-$1.38M	0.73%	37
2016 Q3	$3.41M	Buy	51,443 +20,553	+67%	+$1.27M	1.23%	30
2016 Q2	$1.67M	Buy	30,890 +8,905	+41%	+$488K	0.64%	40
2016 Q1	$1.14M	Buy	+21,985	New	+$1.14M	0.51%	43

Other funds holding XBI

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

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

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

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

BCWM LLC Overland Park, Kansas $353M AUM 20.1% 1-Year Est. Return

Rothschild Capital Partners's XBI Position: Q4 2018 in Review

Rothschild Capital Partners sold out of State Street SPDR S&P Biotech ETF (XBI) in Q4 2018, closing a stake of 43,072 shares — an estimated $4.13M sold.

Rothschild Capital Partners first reported a position in XBI in Q1 2016 and held it in 8 quarters. The position peaked at $4.13M in Q3 2018. 427 funds tracked by Wall St. Rank hold XBI as of Q4 2018.

Rothschild Capital Partners reported no remaining State Street SPDR S&P Biotech ETF position as of Q4 2018 after selling out during the quarter.
Rothschild Capital Partners sold 43,072 State Street SPDR S&P Biotech ETF shares in Q4 2018, an estimated $4.13M.
Rothschild Capital Partners first reported a position in State Street SPDR S&P Biotech ETF in Q1 2016 and held it in 8 quarters.
Rothschild Capital Partners's State Street SPDR S&P Biotech ETF position peaked at $4.13M in Q3 2018.
427 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q4 2018.

Based on Rothschild Capital Partners's 13F filing for Q4 2018, filed 29 Jan 2019.