Brewin Dolphin Wealth Management’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Brewin Dolphin Wealth Management’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 Q2	–	Sell	-1,700	Closed	-$70.7K	–	201
2019 Q1	$70.7K	Hold	1,700	–	–	0.04%	104
2018 Q4	$62.3K	Hold	1,700	–	–	0.04%	100
2018 Q3	$82.6K	Hold	1,700	–	–	0.04%	96
2018 Q2	$73.1K	Sell	1,700 -690	-29%	-$29K	0.04%	101
2018 Q1	$100K	Hold	2,390	–	–	0.06%	89
2017 Q4	$104K	Hold	2,390	–	–	0.07%	86
2017 Q3	$102K	Buy	+2,390	New	+$101K	0.07%	78

Other funds holding XPH

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

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

HCIA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Brewin Dolphin Wealth Management's XPH Position: Q2 2019 in Review

Brewin Dolphin Wealth Management sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q2 2019, closing a stake of 1,700 shares — an estimated $70.7K sold.

Brewin Dolphin Wealth Management first reported a position in XPH in Q3 2017 and held it in 7 quarters. The position peaked at $104K in Q4 2017. 61 funds tracked by Wall St. Rank hold XPH as of Q2 2019.

Brewin Dolphin Wealth Management reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q2 2019 after selling out during the quarter.
Brewin Dolphin Wealth Management sold 1,700 State Street SPDR S&P Pharmaceuticals ETF shares in Q2 2019, an estimated $70.7K.
Brewin Dolphin Wealth Management first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q3 2017 and held it in 7 quarters.
Brewin Dolphin Wealth Management's State Street SPDR S&P Pharmaceuticals ETF position peaked at $104K in Q4 2017.
61 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q2 2019.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2019, filed 9 Nov 2023.