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Capital Analysts LLC’s State Street SPDR S&P Health Care Services ETF XHS Stock Holding History

Capital Analysts LLC’s Portfolio XHS Stock Details XHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-2,457
Closed -$129K – 376
2016
Q4 		$129K Buy
+2,457
New +$128K 0.02% 202

Other funds holding XHS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $8.13B AUM 26.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital Analysts LLC's XHS Position: Q1 2017 in Review

Capital Analysts LLC sold out of State Street SPDR S&P Health Care Services ETF (XHS) in Q1 2017, closing a stake of 2,457 shares — an estimated $129K sold.

Capital Analysts LLC first reported a position in XHS in Q4 2016 and held it in 1 quarter. The position peaked at $129K in Q4 2016. 39 funds tracked by Wall St. Rank hold XHS as of Q1 2017.

  • Capital Analysts LLC reported no remaining State Street SPDR S&P Health Care Services ETF position as of Q1 2017 after selling out during the quarter.
  • Capital Analysts LLC sold 2,457 State Street SPDR S&P Health Care Services ETF shares in Q1 2017, an estimated $129K.
  • Capital Analysts LLC first reported a position in State Street SPDR S&P Health Care Services ETF in Q4 2016 and held it in 1 quarter.
  • Capital Analysts LLC's State Street SPDR S&P Health Care Services ETF position peaked at $129K in Q4 2016.
  • 39 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Services ETF as of Q1 2017.

Based on Capital Analysts LLC's 13F filing for Q1 2017, filed 5 May 2017.