Acorn Wealth Advisors’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Acorn Wealth 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
2018 Q3	–	Sell	-518	Closed	-$22K	–	461
2018 Q2	$22K	Sell	518 -750	-59%	-$31.5K	0.02%	378
2018 Q1	$52K	Sell	1,268 -189	-13%	-$8.24K	0.05%	261
2017 Q4	$64K	Buy	+1,457	New	+$62K	0.06%	224

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

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

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Acorn Wealth Advisors's XPH Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q3 2018, closing a stake of 518 shares — an estimated $22K sold.

Acorn Wealth Advisors first reported a position in XPH in Q4 2017 and held it in 3 quarters. The position peaked at $64K in Q4 2017. 84 funds tracked by Wall St. Rank hold XPH as of Q3 2018.

Acorn Wealth Advisors reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q3 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 518 State Street SPDR S&P Pharmaceuticals ETF shares in Q3 2018, an estimated $22K.
Acorn Wealth Advisors first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q4 2017 and held it in 3 quarters.
Acorn Wealth Advisors's State Street SPDR S&P Pharmaceuticals ETF position peaked at $64K in Q4 2017.
84 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.