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

Constellation Wealth Advisors’s Portfolio XLV Stock Details XLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-43,035
Closed -$2.05M – 200
2013
Q2 		$2.05M Buy
+43,035
New +$2.06M 0.25% 88

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EA
Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Constellation Wealth Advisors's XLV Position: Q3 2013 in Review

Constellation Wealth Advisors sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2013, closing a stake of 43,035 shares — an estimated $2.05M sold.

Constellation Wealth Advisors first reported a position in XLV in Q2 2013 and held it in 1 quarter. The position peaked at $2.05M in Q2 2013. 349 funds tracked by Wall St. Rank hold XLV as of Q3 2013.

  • Constellation Wealth Advisors reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q3 2013 after selling out during the quarter.
  • Constellation Wealth Advisors sold 43,035 State Street Health Care Select Sector SPDR ETF shares in Q3 2013, an estimated $2.05M.
  • Constellation Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2013 and held it in 1 quarter.
  • Constellation Wealth Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $2.05M in Q2 2013.
  • 349 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2013.

Based on Constellation Wealth Advisors's 13F filing for Q3 2013, filed 6 Nov 2013.