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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
2017
Q1 		– Sell
-20,000
Closed -$1.18M – 56
2016
Q4 		$1.18M Buy
+20,000
New +$1.23M 0.5% 39

Other funds holding XBI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
BL
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.