YorkBridge Wealth Partners’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

YorkBridge Wealth Partners’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
2019 Q3	–	Sell	-200	Closed	-$18K	–	658
2019 Q2	$18K	Hold	200	–	–	0.01%	489
2019 Q1	$18K	Hold	200	–	–	0.01%	480
2018 Q4	$14K	Hold	200	–	–	0.01%	534
2018 Q3	$19K	Sell	200 -240	-55%	-$23.3K	0.01%	535
2018 Q2	$42K	Hold	440	–	–	0.02%	384
2018 Q1	$40K	Hold	440	–	–	0.02%	393
2017 Q4	$39K	Hold	440	–	–	0.02%	397
2017 Q3	$38K	Buy	440 +160	+57%	+$12.8K	0.02%	413
2017 Q2	$22K	Hold	280	–	–	0.01%	490
2017 Q1	$20K	Sell	280 -205	-42%	-$13.8K	0.01%	514
2016 Q4	$32K	Buy	+485	New	+$29.9K	0.02%	415

Other funds holding XBI

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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

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

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

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

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

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

YorkBridge Wealth Partners's XBI Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of State Street SPDR S&P Biotech ETF (XBI) in Q3 2019, closing a stake of 200 shares — an estimated $18K sold.

YorkBridge Wealth Partners first reported a position in XBI in Q4 2016 and held it in 11 quarters. The position peaked at $42K in Q2 2018. 406 funds tracked by Wall St. Rank hold XBI as of Q3 2019.

YorkBridge Wealth Partners reported no remaining State Street SPDR S&P Biotech ETF position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 200 State Street SPDR S&P Biotech ETF shares in Q3 2019, an estimated $18K.
YorkBridge Wealth Partners first reported a position in State Street SPDR S&P Biotech ETF in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's State Street SPDR S&P Biotech ETF position peaked at $42K in Q2 2018.
406 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.