Sheets Smith Wealth Management’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Sheets Smith Wealth Management’s Portfolio XHB Stock Details XHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-33,075	Closed	-$1.08M	–	276
2014 Q2	$1.08M	Hold	33,075	–	–	0.29%	101
2014 Q1	$1.08M	Hold	33,075	–	–	0.3%	89
2013 Q4	$1.1M	Hold	33,075	–	–	0.3%	84
2013 Q3	$1.01M	Hold	33,075	–	–	0.33%	78
2013 Q2	$973K	Buy	+33,075	New	+$1M	0.33%	80

Other funds holding XHB

MAM

Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

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

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Sheets Smith Wealth Management's XHB Position: Q3 2014 in Review

Sheets Smith Wealth Management sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q3 2014, closing a stake of 33,075 shares — an estimated $1.08M sold.

Sheets Smith Wealth Management first reported a position in XHB in Q2 2013 and held it in 5 quarters. The position peaked at $1.1M in Q4 2013. 108 funds tracked by Wall St. Rank hold XHB as of Q3 2014.

Sheets Smith Wealth Management reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q3 2014 after selling out during the quarter.
Sheets Smith Wealth Management sold 33,075 State Street SPDR S&P Homebuilders ETF shares in Q3 2014, an estimated $1.08M.
Sheets Smith Wealth Management first reported a position in State Street SPDR S&P Homebuilders ETF in Q2 2013 and held it in 5 quarters.
Sheets Smith Wealth Management's State Street SPDR S&P Homebuilders ETF position peaked at $1.1M in Q4 2013.
108 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q3 2014.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2014, filed 17 Nov 2014.