1834 Investment Advisors’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

1834 Investment Advisors’s Portfolio XPH Stock Details XPH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-256	Closed	-$12K	–	454
2019 Q4	$12K	Buy	+256	New	+$10.1K	﹤0.01%	370

Other funds holding XPH

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

HCIA

Hochman Cole Investment Advisors Deerfield, Illinois $255M AUM 23.27% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

1834 Investment Advisors's XPH Position: Q1 2020 in Review

1834 Investment Advisors sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q1 2020, closing a stake of 256 shares — an estimated $12K sold.

1834 Investment Advisors first reported a position in XPH in Q4 2019 and held it in 1 quarter. The position peaked at $12K in Q4 2019. 66 funds tracked by Wall St. Rank hold XPH as of Q1 2020.

1834 Investment Advisors reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q1 2020 after selling out during the quarter.
1834 Investment Advisors sold 256 State Street SPDR S&P Pharmaceuticals ETF shares in Q1 2020, an estimated $12K.
1834 Investment Advisors first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q4 2019 and held it in 1 quarter.
1834 Investment Advisors's State Street SPDR S&P Pharmaceuticals ETF position peaked at $12K in Q4 2019.
66 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q1 2020.

Based on 1834 Investment Advisors's 13F filing for Q1 2020, filed 15 May 2020.