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Calton & Associates’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Calton & Associates’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
2018
Q1 		– Sell
-564
Closed -$26K – 1298
2017
Q4 		$26K Buy
+564
New +$24K 0.01% 843

Other funds holding XPH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
AL
Arnhold LLC New York $1.36B AUM 53.52% 1-Year Est. Return

Calton & Associates's XPH Position: Q1 2018 in Review

Calton & Associates sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q1 2018, closing a stake of 564 shares — an estimated $26K sold.

Calton & Associates first reported a position in XPH in Q4 2017 and held it in 1 quarter. The position peaked at $26K in Q4 2017. 75 funds tracked by Wall St. Rank hold XPH as of Q1 2018.

  • Calton & Associates reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 564 State Street SPDR S&P Pharmaceuticals ETF shares in Q1 2018, an estimated $26K.
  • Calton & Associates first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's State Street SPDR S&P Pharmaceuticals ETF position peaked at $26K in Q4 2017.
  • 75 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.