AWM
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Altavista Wealth Management’s VanEck Pharmaceutical ETF PPH Stock Holding History

Altavista Wealth Management’s Portfolio PPH Stock Details PPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-4,200
Closed -$201K – 119
2013
Q3 		$201K Sell
4,200
-200
-5% -$9.48K 0.13% 113
2013
Q2 		$200K Buy
+4,400
New +$203K 0.13% 112

Other funds holding PPH

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIM
Macroview Investment Management Bethesda, Maryland $144M AUM 19.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CC
Columbia Capital Fullerton, California $91.6M AUM 27.93% 1-Year Est. Return
MA
Montag & Associates Atlanta, Georgia $2.15B AUM 20.86% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
MWR
McAdams Wright Ragen Seattle, Washington $1.79B AUM 13.95% 1-Year Est. Return

Altavista Wealth Management's PPH Position: Q4 2013 in Review

Altavista Wealth Management sold out of VanEck Pharmaceutical ETF (PPH) in Q4 2013, closing a stake of 4,200 shares — an estimated $201K sold.

Altavista Wealth Management first reported a position in PPH in Q2 2013 and held it in 2 quarters. The position peaked at $201K in Q3 2013. 48 funds tracked by Wall St. Rank hold PPH as of Q4 2013.

  • Altavista Wealth Management reported no remaining VanEck Pharmaceutical ETF position as of Q4 2013 after selling out during the quarter.
  • Altavista Wealth Management sold 4,200 VanEck Pharmaceutical ETF shares in Q4 2013, an estimated $201K.
  • Altavista Wealth Management first reported a position in VanEck Pharmaceutical ETF in Q2 2013 and held it in 2 quarters.
  • Altavista Wealth Management's VanEck Pharmaceutical ETF position peaked at $201K in Q3 2013.
  • 48 funds tracked by Wall St. Rank held VanEck Pharmaceutical ETF as of Q4 2013.

Based on Altavista Wealth Management's 13F filing for Q4 2013, filed 14 Feb 2014.