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Foresters Investment Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Foresters Investment Management’s Portfolio XLV Stock Details XLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-138,900
Closed -$8.88M – 290
2014
Q3 		$8.88M Buy
138,900
+26,200
+23% +$1.64M 0.19% 164
2014
Q2 		$6.86M Sell
112,700
-400
-0.4% -$23.5K 0.14% 186
2014
Q1 		$6.62M Sell
113,100
-400
-0.4% -$23.1K 0.14% 184
2013
Q4 		$6.29M Buy
+113,500
New +$6.07M 0.14% 180

Other funds holding XLV

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Foresters Investment Management's XLV Position: Q4 2014 in Review

Foresters Investment Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2014, closing a stake of 138,900 shares — an estimated $8.88M sold.

Foresters Investment Management first reported a position in XLV in Q4 2013 and held it in 4 quarters. The position peaked at $8.88M in Q3 2014. 507 funds tracked by Wall St. Rank hold XLV as of Q4 2014.

  • Foresters Investment Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2014 after selling out during the quarter.
  • Foresters Investment Management sold 138,900 State Street Health Care Select Sector SPDR ETF shares in Q4 2014, an estimated $8.88M.
  • Foresters Investment Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2013 and held it in 4 quarters.
  • Foresters Investment Management's State Street Health Care Select Sector SPDR ETF position peaked at $8.88M in Q3 2014.
  • 507 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2014.

Based on Foresters Investment Management's 13F filing for Q4 2014, filed 13 Feb 2015.