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Capital Directions Investment Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Capital Directions Investment Advisors’s Portfolio XLV Stock Details XLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-61
Closed -$5K – 123
2017
Q2 		$5K Buy
+61
New +$4.65K ﹤0.01% 96

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capital Directions Investment Advisors's XLV Position: Q3 2017 in Review

Capital Directions Investment Advisors sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2017, closing a stake of 61 shares — an estimated $5K sold.

Capital Directions Investment Advisors first reported a position in XLV in Q2 2017 and held it in 1 quarter. The position peaked at $5K in Q2 2017. 704 funds tracked by Wall St. Rank hold XLV as of Q3 2017.

  • Capital Directions Investment Advisors reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q3 2017 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 61 State Street Health Care Select Sector SPDR ETF shares in Q3 2017, an estimated $5K.
  • Capital Directions Investment Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2017 and held it in 1 quarter.
  • Capital Directions Investment Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $5K in Q2 2017.
  • 704 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2017.

Based on Capital Directions Investment Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.