Concert Wealth Management’s State Street SPDR S&P Health Care Services ETF XHS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
Sell
-543
Closed -$30K 940
2016
Q3
$30K Buy
+543
New +$30.7K ﹤0.01% 870

Other funds holding XHS

Concert Wealth Management's XHS Position: Q4 2016 in Review

Concert Wealth Management sold out of State Street SPDR S&P Health Care Services ETF (XHS) in Q4 2016, closing a stake of 543 shares — an estimated $30K sold.

Concert Wealth Management first reported a position in XHS in Q3 2016 and held it in 1 quarter. The position peaked at $30K in Q3 2016. 42 funds tracked by Wall St. Rank hold XHS as of Q4 2016.

  • Concert Wealth Management reported no remaining State Street SPDR S&P Health Care Services ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 543 State Street SPDR S&P Health Care Services ETF shares in Q4 2016, an estimated $30K.
  • Concert Wealth Management first reported a position in State Street SPDR S&P Health Care Services ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's State Street SPDR S&P Health Care Services ETF position peaked at $30K in Q3 2016.
  • 42 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Services ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.