Evercore Wealth Management’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Evercore Wealth 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
2018 Q1	–	Sell	-1,650	Closed	-$72K	–	816
2017 Q4	$72K	Hold	1,650	–	–	﹤0.01%	524
2017 Q3	$70K	Sell	1,650 -460	-22%	-$19.5K	﹤0.01%	528
2017 Q2	$91K	Sell	2,110 -1,725	-45%	-$72.7K	﹤0.01%	486
2017 Q1	$160K	Hold	3,835	–	–	0.01%	405
2016 Q4	$150K	Buy	+3,835	New	+$156K	0.01%	426

Other funds holding XPH

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

Evercore Wealth Management's XPH Position: Q1 2018 in Review

Evercore Wealth Management sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q1 2018, closing a stake of 1,650 shares — an estimated $72K sold.

Evercore Wealth Management first reported a position in XPH in Q4 2016 and held it in 5 quarters. The position peaked at $160K in Q1 2017. 75 funds tracked by Wall St. Rank hold XPH as of Q1 2018.

Evercore Wealth Management reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 1,650 State Street SPDR S&P Pharmaceuticals ETF shares in Q1 2018, an estimated $72K.
Evercore Wealth Management first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q4 2016 and held it in 5 quarters.
Evercore Wealth Management's State Street SPDR S&P Pharmaceuticals ETF position peaked at $160K in Q1 2017.
75 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.