CapWealth Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q2
Sell
-528
Closed -$36K 325
2016
Q1
$36K Buy
+528
New +$35.4K 0.01% 154

Other funds holding XLV

CapWealth Advisors's XLV Position: Q2 2016 in Review

CapWealth Advisors sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2016, closing a stake of 528 shares — an estimated $36K sold.

CapWealth Advisors first reported a position in XLV in Q1 2016 and held it in 1 quarter. The position peaked at $36K in Q1 2016. 542 funds tracked by Wall St. Rank hold XLV as of Q2 2016.

  • CapWealth Advisors reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2016 after selling out during the quarter.
  • CapWealth Advisors sold 528 State Street Health Care Select Sector SPDR ETF shares in Q2 2016, an estimated $36K.
  • CapWealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2016 and held it in 1 quarter.
  • CapWealth Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $36K in Q1 2016.
  • 542 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2016.

Based on CapWealth Advisors's 13F filing for Q2 2016, filed 3 Aug 2016.