DWA
XPH icon

Dorsey Wright & Associates’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Dorsey Wright & Associates’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
2015
Q1 		– Sell
-4,564
Closed -$343K – 136
2014
Q4 		$343K Sell
4,564
-1,686
-27% -$92.1K 0.16% 89
2014
Q3 		$326K Sell
6,250
-7,616
-55% -$387K 0.05% 105
2014
Q2 		$683K Buy
13,866
+6,938
+100% +$335K 0.08% 80
2014
Q1 		$324K Buy
+6,928
New +$327K 0.05% 100

Other funds holding XPH

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
HF
Hoxton Financial Shepherdstown, West Virginia $194M AUM 6.21% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return