EDRH
XPH icon

Edmond de Rothschild Holding’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Edmond de Rothschild Holding’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
Q1 		– Sell
-1,500
Closed -$55K – 700
2018
Q4 		$55K Hold
1,500
– – ﹤0.01% 514
2018
Q3 		$73K Buy
+1,500
New +$71.1K ﹤0.01% 569
2018
Q1 		– Sell
-1,275
Closed -$55K – 836
2017
Q4 		$55K Hold
1,275
– – ﹤0.01% 632
2017
Q3 		$54K Hold
1,275
– – ﹤0.01% 645
2017
Q2 		$55K Hold
1,275
– – ﹤0.01% 638
2017
Q1 		$53K Hold
1,275
– – ﹤0.01% 646
2016
Q4 		$50K Buy
+1,275
New +$51.9K ﹤0.01% 647

Other funds holding XPH

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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