Winthrop Partners - WNY’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Winthrop Partners - WNY’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 Q2	–	Sell	-250	Closed	-$21.3K	–	363
2018 Q1	$21.3K	Buy	+250	New	+$22.8K	0.02%	270

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Winthrop Partners - WNY's XBI Position: Q2 2018 in Review

Winthrop Partners - WNY sold out of State Street SPDR S&P Biotech ETF (XBI) in Q2 2018, closing a stake of 250 shares — an estimated $21.3K sold.

Winthrop Partners - WNY first reported a position in XBI in Q1 2018 and held it in 1 quarter. The position peaked at $21.3K in Q1 2018. 431 funds tracked by Wall St. Rank hold XBI as of Q2 2018.

Winthrop Partners - WNY reported no remaining State Street SPDR S&P Biotech ETF position as of Q2 2018 after selling out during the quarter.
Winthrop Partners - WNY sold 250 State Street SPDR S&P Biotech ETF shares in Q2 2018, an estimated $21.3K.
Winthrop Partners - WNY first reported a position in State Street SPDR S&P Biotech ETF in Q1 2018 and held it in 1 quarter.
Winthrop Partners - WNY's State Street SPDR S&P Biotech ETF position peaked at $21.3K in Q1 2018.
431 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2018.

Based on Winthrop Partners - WNY's 13F filing for Q2 2018, filed 30 Jul 2018.