Cobiz Wealth’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Cobiz Wealth’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	-7,726	Closed	-$375K	–	134
2018 Q3	$375K	Buy	+7,726	New	+$366K	0.07%	101

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

Cobiz Wealth's XPH Position: Q4 2018 in Review

Cobiz Wealth sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q4 2018, closing a stake of 7,726 shares — an estimated $375K sold.

Cobiz Wealth first reported a position in XPH in Q3 2018 and held it in 1 quarter. The position peaked at $375K in Q3 2018. 74 funds tracked by Wall St. Rank hold XPH as of Q4 2018.

Cobiz Wealth reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q4 2018 after selling out during the quarter.
Cobiz Wealth sold 7,726 State Street SPDR S&P Pharmaceuticals ETF shares in Q4 2018, an estimated $375K.
Cobiz Wealth first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q3 2018 and held it in 1 quarter.
Cobiz Wealth's State Street SPDR S&P Pharmaceuticals ETF position peaked at $375K in Q3 2018.
74 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q4 2018.

Based on Cobiz Wealth's 13F filing for Q4 2018, filed 15 Jan 2019.