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

Westside 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 Q4	$3.25K	Buy	+100	New	+$3.44K	﹤0.01%	595
2018 Q3	–	Sell	-300	Closed	-$11.9K	–	824
2018 Q2	$11.9K	Hold	300	–	–	﹤0.01%	522
2018 Q1	$11.8K	Hold	300	–	–	0.01%	512
2017 Q4	$13.7K	Hold	300	–	–	0.01%	493
2017 Q3	$12.1K	Hold	300	–	–	0.01%	500
2017 Q2	$11.6K	Hold	300	–	–	0.01%	496
2017 Q1	$11K	Sell	300 -665	-69%	-$23.7K	0.01%	469
2016 Q4	$40.9K	Buy	+965	New	+$32.3K	0.03%	200

Other funds holding XHB

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

Natixis Paris, France $24.8B AUM 35.22% 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

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Westside Investment Management's XHB Position: Q4 2018 in Review

Westside Investment Management opened a new position in State Street SPDR S&P Homebuilders ETF (XHB) in Q4 2018: 100 shares worth $3.25K. The stake represents ﹤0.01% of the portfolio and ranks #595 among its holdings. This is a return to the name: Westside Investment Management previously reported a position in XHB as recently as Q2 2018.

Westside Investment Management first reported a position in XHB in Q4 2016 and has held it in 8 quarters since. The position peaked at $40.9K in Q4 2016. 150 funds tracked by Wall St. Rank hold XHB as of Q4 2018.

Westside Investment Management held 100 shares of State Street SPDR S&P Homebuilders ETF worth $3.25K as of Q4 2018.
State Street SPDR S&P Homebuilders ETF was a new Westside Investment Management position in Q4 2018.
State Street SPDR S&P Homebuilders ETF made up ﹤0.01% of Westside Investment Management's portfolio in Q4 2018, its #595 holding.
Westside Investment Management first reported a position in State Street SPDR S&P Homebuilders ETF in Q4 2016 and has held it in 8 quarters since.
Westside Investment Management's State Street SPDR S&P Homebuilders ETF position peaked at $40.9K in Q4 2016.
150 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q4 2018.

Based on Westside Investment Management's 13F filing for Q4 2018, filed 5 Feb 2019.