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Beacon Capital Management Inc (Ohio)’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Beacon Capital Management Inc (Ohio)’s Portfolio XLV Stock Details XLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-35
Closed -$3K – 174
2019
Q2 		$3K Buy
+35
New +$3.15K ﹤0.01% 64

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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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s XLV Position: Q3 2019 in Review

Beacon Capital Management Inc (Ohio) sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2019, closing a stake of 35 shares — an estimated $3K sold.

Beacon Capital Management Inc (Ohio) first reported a position in XLV in Q2 2019 and held it in 1 quarter. The position peaked at $3K in Q2 2019. 840 funds tracked by Wall St. Rank hold XLV as of Q3 2019.

  • Beacon Capital Management Inc (Ohio) reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q3 2019 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 35 State Street Health Care Select Sector SPDR ETF shares in Q3 2019, an estimated $3K.
  • Beacon Capital Management Inc (Ohio) first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2019 and held it in 1 quarter.
  • Beacon Capital Management Inc (Ohio)'s State Street Health Care Select Sector SPDR ETF position peaked at $3K in Q2 2019.
  • 840 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2019.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q3 2019, filed 22 Oct 2019.