Cerity Partners’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Cerity Partners’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 Q4	–	Sell	-5,003	Closed	-$243K	–	566
2018 Q3	$243K	Sell	5,003 -425	-8%	-$20.1K	0.02%	471
2018 Q2	$233K	Hold	5,428	–	–	0.02%	481
2018 Q1	$227K	Sell	5,428 -1,786	-25%	-$77.8K	0.02%	480
2017 Q4	$314K	Hold	7,214	–	–	0.02%	436
2017 Q3	$307K	Hold	7,214	–	–	0.02%	433
2017 Q2	$310K	Hold	7,214	–	–	0.03%	284
2017 Q1	$302K	Buy	+7,214	New	+$294K	0.03%	335

Other funds holding XPH

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

HCIA

Hochman Cole Investment Advisors Deerfield, Illinois $255M AUM 23.27% 1-Year Est. Return

Cerity Partners's XPH Position: Q4 2018 in Review

Cerity Partners sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q4 2018, closing a stake of 5,003 shares — an estimated $243K sold.

Cerity Partners first reported a position in XPH in Q1 2017 and held it in 7 quarters. The position peaked at $314K in Q4 2017. 74 funds tracked by Wall St. Rank hold XPH as of Q4 2018.

Cerity Partners reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q4 2018 after selling out during the quarter.
Cerity Partners sold 5,003 State Street SPDR S&P Pharmaceuticals ETF shares in Q4 2018, an estimated $243K.
Cerity Partners first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q1 2017 and held it in 7 quarters.
Cerity Partners's State Street SPDR S&P Pharmaceuticals ETF position peaked at $314K in Q4 2017.
74 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q4 2018.

Based on Cerity Partners's 13F filing for Q4 2018, filed 6 Feb 2019.