CIM
XPH icon

Contravisory Investment Management’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Contravisory Investment 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
2019
Q2 		– Sell
-366
Closed -$15K – 339
2019
Q1 		$15K Sell
366
-18
-5% -$732 0.01% 255
2018
Q4 		$14K Buy
384
+193
+101% +$8.24K 0.01% 243
2018
Q3 		$9K Buy
+191
New +$9.05K ﹤0.01% 242
2014
Q4 		– Sell
-500
Closed -$27K – 177
2014
Q3 		$27K Hold
500
– – 0.01% 93
2014
Q2 		$26K Buy
+500
New +$24.1K 0.01% 96

Other funds holding XPH

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return