CAG
XPH icon

Crestwood Advisors Group’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Crestwood Advisors Group’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
2017
Q2 		– Sell
-600
Closed -$26K – 443
2017
Q1 		$26K Buy
+600
New +$24.4K ﹤0.01% 346

Other funds holding XPH

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

Crestwood Advisors Group's XPH Position: Q2 2017 in Review

Crestwood Advisors Group sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q2 2017, closing a stake of 600 shares — an estimated $26K sold.

Crestwood Advisors Group first reported a position in XPH in Q1 2017 and held it in 1 quarter. The position peaked at $26K in Q1 2017. 80 funds tracked by Wall St. Rank hold XPH as of Q2 2017.

  • Crestwood Advisors Group reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q2 2017 after selling out during the quarter.
  • Crestwood Advisors Group sold 600 State Street SPDR S&P Pharmaceuticals ETF shares in Q2 2017, an estimated $26K.
  • Crestwood Advisors Group first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q1 2017 and held it in 1 quarter.
  • Crestwood Advisors Group's State Street SPDR S&P Pharmaceuticals ETF position peaked at $26K in Q1 2017.
  • 80 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q2 2017.

Based on Crestwood Advisors Group's 13F filing for Q2 2017, filed 31 Jul 2017.