SIM
XHB icon

Sonora Investment Management’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Sonora Investment 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
2018
Q3 		– Sell
-68
Closed -$3K – 1267
2018
Q2 		$3K Buy
+68
New +$2.72K ﹤0.01% 1041

Other funds holding XHB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Sonora Investment Management's XHB Position: Q3 2018 in Review

Sonora Investment Management sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q3 2018, closing a stake of 68 shares — an estimated $3K sold.

Sonora Investment Management first reported a position in XHB in Q2 2018 and held it in 1 quarter. The position peaked at $3K in Q2 2018. 131 funds tracked by Wall St. Rank hold XHB as of Q3 2018.

  • Sonora Investment Management reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q3 2018 after selling out during the quarter.
  • Sonora Investment Management sold 68 State Street SPDR S&P Homebuilders ETF shares in Q3 2018, an estimated $3K.
  • Sonora Investment Management first reported a position in State Street SPDR S&P Homebuilders ETF in Q2 2018 and held it in 1 quarter.
  • Sonora Investment Management's State Street SPDR S&P Homebuilders ETF position peaked at $3K in Q2 2018.
  • 131 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q3 2018.

Based on Sonora Investment Management's 13F filing for Q3 2018, filed 18 Oct 2018.