CWM
XPH icon

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

Concert Wealth Management’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
2016
Q4 		– Sell
-388
Closed -$17K – 952
2016
Q3 		$17K Buy
+388
New +$17.6K ﹤0.01% 916
2014
Q2 		– Sell
-5,008
Closed -$229K – 589
2014
Q1 		$229K Sell
5,008
-6,252
-56% -$295K 0.03% 473
2013
Q4 		$499K Sell
11,260
-2,156
-16% -$89.8K 0.06% 256
2013
Q3 		$515K Buy
13,416
+6,334
+89% +$240K 0.07% 247
2013
Q2 		$250K Buy
+7,082
New +$239K 0.04% 388

Other funds holding XPH

UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
HCIA
Hochman Cole Investment Advisors Deerfield, Illinois $255M AUM 23.27% 1-Year Est. Return