Whitney & Co’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Whitney & Co’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
2018 Q4	–	Sell	-60	Closed	-$5K	–	479
2018 Q3	$5K	Sell	60 -45	-43%	-$4.36K	﹤0.01%	405
2018 Q2	$10K	Hold	105	–	–	﹤0.01%	244
2018 Q1	$9K	Buy	+105	New	+$9.59K	﹤0.01%	252

Other funds holding XBI

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

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

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Whitney & Co's XBI Position: Q4 2018 in Review

Whitney & Co sold out of State Street SPDR S&P Biotech ETF (XBI) in Q4 2018, closing a stake of 60 shares — an estimated $5K sold.

Whitney & Co first reported a position in XBI in Q1 2018 and held it in 3 quarters. The position peaked at $10K in Q2 2018. 427 funds tracked by Wall St. Rank hold XBI as of Q4 2018.

Whitney & Co reported no remaining State Street SPDR S&P Biotech ETF position as of Q4 2018 after selling out during the quarter.
Whitney & Co sold 60 State Street SPDR S&P Biotech ETF shares in Q4 2018, an estimated $5K.
Whitney & Co first reported a position in State Street SPDR S&P Biotech ETF in Q1 2018 and held it in 3 quarters.
Whitney & Co's State Street SPDR S&P Biotech ETF position peaked at $10K in Q2 2018.
427 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.