Berman Capital Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Berman Capital Advisors’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
2020 Q1	–	Sell	-1,766	Closed	-$179K	–	1698
2019 Q4	$179K	Hold	1,766	–	–	0.05%	148
2019 Q3	$159K	Hold	1,766	–	–	0.05%	154
2019 Q2	$163K	Hold	1,766	–	–	0.05%	148
2019 Q1	$162K	Sell	1,766 -381	-18%	-$34.4K	0.05%	143
2018 Q4	$184K	Buy	+2,147	New	+$194K	0.07%	109
2018 Q1	–	Sell	-5,437	Closed	-$450K	–	132
2017 Q4	$450K	Buy	+5,437	New	+$448K	0.15%	62

Other funds holding XLV

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Berman Capital Advisors's XLV Position: Q1 2020 in Review

Berman Capital Advisors sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2020, closing a stake of 1,766 shares — an estimated $179K sold.

Berman Capital Advisors first reported a position in XLV in Q4 2017 and held it in 6 quarters. The position peaked at $450K in Q4 2017. 1,006 funds tracked by Wall St. Rank hold XLV as of Q1 2020.

Berman Capital Advisors reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
Berman Capital Advisors sold 1,766 State Street Health Care Select Sector SPDR ETF shares in Q1 2020, an estimated $179K.
Berman Capital Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2017 and held it in 6 quarters.
Berman Capital Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $450K in Q4 2017.
1,006 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2020.

Based on Berman Capital Advisors's 13F filing for Q1 2020, filed 14 May 2020.