Appropriate Balance Financial Services’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q1
Sell
-122,962
Closed -$8.86M 31
2015
Q4
$8.86M Buy
+122,962
New +$8.69M 6.13% 7

Other funds holding XLV

Appropriate Balance Financial Services's XLV Position: Q1 2016 in Review

Appropriate Balance Financial Services sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2016, closing a stake of 122,962 shares — an estimated $8.86M sold.

Appropriate Balance Financial Services first reported a position in XLV in Q4 2015 and held it in 1 quarter. The position peaked at $8.86M in Q4 2015. 543 funds tracked by Wall St. Rank hold XLV as of Q1 2016.

  • Appropriate Balance Financial Services reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2016 after selling out during the quarter.
  • Appropriate Balance Financial Services sold 122,962 State Street Health Care Select Sector SPDR ETF shares in Q1 2016, an estimated $8.86M.
  • Appropriate Balance Financial Services first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2015 and held it in 1 quarter.
  • Appropriate Balance Financial Services's State Street Health Care Select Sector SPDR ETF position peaked at $8.86M in Q4 2015.
  • 543 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2016.

Based on Appropriate Balance Financial Services's 13F filing for Q1 2016, filed 22 Apr 2016.