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Brookstone Capital Management’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Brookstone Capital 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
2020
Q3 		– Sell
-50,311
Closed -$2.16M – 473
2020
Q2 		$2.16M Sell
50,311
-17,865
-26% -$738K 0.13% 113
2020
Q1 		$2.46M Buy
+68,176
New +$2.91M 0.14% 99
2018
Q4 		– Sell
-53,552
Closed -$2.6M – 409
2018
Q3 		$2.6M Buy
+53,552
New +$2.54M 0.2% 119
2015
Q4 		– Sell
-72
Closed -$3K – 892
2015
Q3 		$3K Sell
72
-178
-71% -$10.7K ﹤0.01% 1630
2015
Q2 		$16K Buy
+250
New +$15.6K ﹤0.01% 969

Other funds holding XPH

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
HCIA
Hochman Cole Investment Advisors Deerfield, Illinois $255M AUM 23.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return