Summit Financial Wealth Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Summit Financial Wealth Advisors’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
2015 Q4	–	Sell	-2,250	Closed	-$140K	–	217
2015 Q3	$140K	Buy	2,250 +1,500	+200%	+$118K	0.09%	91
2015 Q2	$63K	Hold	750	–	–	0.04%	124
2015 Q1	$56K	Hold	750	–	–	0.04%	115
2014 Q4	$47K	Buy	+750	New	+$42.8K	0.03%	127

Other funds holding XBI

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

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

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

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

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

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

Summit Financial Wealth Advisors's XBI Position: Q4 2015 in Review

Summit Financial Wealth Advisors sold out of State Street SPDR S&P Biotech ETF (XBI) in Q4 2015, closing a stake of 2,250 shares — an estimated $140K sold.

Summit Financial Wealth Advisors first reported a position in XBI in Q4 2014 and held it in 4 quarters. The position peaked at $140K in Q3 2015. 199 funds tracked by Wall St. Rank hold XBI as of Q4 2015.

Summit Financial Wealth Advisors reported no remaining State Street SPDR S&P Biotech ETF position as of Q4 2015 after selling out during the quarter.
Summit Financial Wealth Advisors sold 2,250 State Street SPDR S&P Biotech ETF shares in Q4 2015, an estimated $140K.
Summit Financial Wealth Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q4 2014 and held it in 4 quarters.
Summit Financial Wealth Advisors's State Street SPDR S&P Biotech ETF position peaked at $140K in Q3 2015.
199 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q4 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.