Brandywine Oak Private Wealth’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-601	Closed	-$22K	–	651
2018 Q4	$22K	Buy	+601	New	+$25.6K	﹤0.01%	441

Other funds holding XPH

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HCIA

Hochman Cole Investment Advisors Deerfield, Illinois $255M AUM 23.27% 1-Year Est. Return

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

Brandywine Oak Private Wealth sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q1 2019, closing a stake of 601 shares — an estimated $22K sold.

Brandywine Oak Private Wealth first reported a position in XPH in Q4 2018 and held it in 1 quarter. The position peaked at $22K in Q4 2018. 80 funds tracked by Wall St. Rank hold XPH as of Q1 2019.

Brandywine Oak Private Wealth reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q1 2019 after selling out during the quarter.
Brandywine Oak Private Wealth sold 601 State Street SPDR S&P Pharmaceuticals ETF shares in Q1 2019, an estimated $22K.
Brandywine Oak Private Wealth first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q4 2018 and held it in 1 quarter.
Brandywine Oak Private Wealth's State Street SPDR S&P Pharmaceuticals ETF position peaked at $22K in Q4 2018.
80 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q1 2019.

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