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Advocacy Wealth Management Services’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Advocacy Wealth Management Services’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
2013
Q3 		– Sell
-30
Closed -$1K – 317
2013
Q2 		$1K Buy
+30
New +$1.01K ﹤0.01% 249

Other funds holding XPH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EC
Estate Counselors Thiensville, Wisconsin $1.16B AUM 21.97% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Advocacy Wealth Management Services's XPH Position: Q3 2013 in Review

Advocacy Wealth Management Services sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q3 2013, closing a stake of 30 shares — an estimated $1K sold.

Advocacy Wealth Management Services first reported a position in XPH in Q2 2013 and held it in 1 quarter. The position peaked at $1K in Q2 2013. 55 funds tracked by Wall St. Rank hold XPH as of Q3 2013.

  • Advocacy Wealth Management Services reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q3 2013 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 30 State Street SPDR S&P Pharmaceuticals ETF shares in Q3 2013, an estimated $1K.
  • Advocacy Wealth Management Services first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q2 2013 and held it in 1 quarter.
  • Advocacy Wealth Management Services's State Street SPDR S&P Pharmaceuticals ETF position peaked at $1K in Q2 2013.
  • 55 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q3 2013.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2013, filed 14 Nov 2013.