Brandywine Oak Private Wealth’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Brandywine Oak Private Wealth’s Portfolio XHE Stock Details XHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-240	Closed	-$16K	–	645
2018 Q4	$16K	Buy	+240	New	+$18.4K	﹤0.01%	469

Other funds holding XHE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NFC

Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BHB

Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PWS

Paragon Wealth Strategies Jacksonville, Florida $363M AUM 24.36% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Brandywine Oak Private Wealth's XHE Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q1 2019, closing a stake of 240 shares — an estimated $16K sold.

Brandywine Oak Private Wealth first reported a position in XHE in Q4 2018 and held it in 1 quarter. The position peaked at $16K in Q4 2018. 94 funds tracked by Wall St. Rank hold XHE as of Q1 2019.

Brandywine Oak Private Wealth reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q1 2019 after selling out during the quarter.
Brandywine Oak Private Wealth sold 240 State Street SPDR S&P Health Care Equipment ETF shares in Q1 2019, an estimated $16K.
Brandywine Oak Private Wealth first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2018 and held it in 1 quarter.
Brandywine Oak Private Wealth's State Street SPDR S&P Health Care Equipment ETF position peaked at $16K in Q4 2018.
94 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.