Capital Analysts LLC’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Capital Analysts LLC’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	-624	Closed	-$27K	–	577
2017 Q4	$27K	Buy	+624	New	+$26.5K	﹤0.01%	348

Other funds holding XPH

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

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

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

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

Arnhold LLC New York $1.36B AUM 53.52% 1-Year Est. Return

Capital Analysts LLC's XPH Position: Q1 2018 in Review

Capital Analysts LLC sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q1 2018, closing a stake of 624 shares — an estimated $27K sold.

Capital Analysts LLC first reported a position in XPH in Q4 2017 and held it in 1 quarter. The position peaked at $27K in Q4 2017. 75 funds tracked by Wall St. Rank hold XPH as of Q1 2018.

Capital Analysts LLC reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q1 2018 after selling out during the quarter.
Capital Analysts LLC sold 624 State Street SPDR S&P Pharmaceuticals ETF shares in Q1 2018, an estimated $27K.
Capital Analysts LLC first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q4 2017 and held it in 1 quarter.
Capital Analysts LLC's State Street SPDR S&P Pharmaceuticals ETF position peaked at $27K in Q4 2017.
75 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q1 2018.

Based on Capital Analysts LLC's 13F filing for Q1 2018, filed 14 May 2018.