Winifred I. Li’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Winifred I. Li’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
2014 Q4	$130K	Sell	2,094 -1,281	-38%	-$73K	0.12%	162
2014 Q3	$175K	Sell	3,375 -3,636	-52%	-$185K	0.17%	126
2014 Q2	$360K	Sell	7,011 -2,439	-26%	-$110K	0.31%	94
2014 Q1	$449K	Sell	9,450 -33	-0.3%	-$1.69K	0.39%	91
2013 Q4	$412K	Hold	9,483	–	–	0.35%	93
2013 Q3	$408K	Sell	9,483 -339	-3%	-$13.7K	0.38%	92
2013 Q2	$341K	Buy	+9,822	New	+$345K	0.32%	99

Other funds holding XBI

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Winifred I. Li's XBI Position: Q4 2014 in Review

Winifred I. Li reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 38% in Q4 2014, selling an estimated $73K and leaving 2,094 shares worth $130K. The position accounts for 0.12% of the portfolio, ranked #162.

Winifred I. Li first reported a position in XBI in Q2 2013 and has held it in 7 quarters since. The position peaked at $449K in Q1 2014. 146 funds tracked by Wall St. Rank hold XBI as of Q4 2014.

Winifred I. Li held 2,094 shares of State Street SPDR S&P Biotech ETF worth $130K as of Q4 2014.
Winifred I. Li sold 1,281 State Street SPDR S&P Biotech ETF shares in Q4 2014, an estimated $73K.
State Street SPDR S&P Biotech ETF made up 0.12% of Winifred I. Li's portfolio in Q4 2014, its #162 holding.
Winifred I. Li first reported a position in State Street SPDR S&P Biotech ETF in Q2 2013 and has held it in 7 quarters since.
Winifred I. Li's State Street SPDR S&P Biotech ETF position peaked at $449K in Q1 2014.
146 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.