Freedom Investment Management’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Freedom Investment Management’s Portfolio XHE Stock Details XHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-2,567	Closed	-$226K	–	911
2018 Q3	$226K	Sell	2,567 -385	-13%	-$32.2K	0.01%	802
2018 Q2	$231K	Buy	+2,952	New	+$221K	0.01%	842

Other funds holding XHE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

BHB

Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 1-Year Est. Return

Freedom Investment Management's XHE Position: Q4 2018 in Review

Freedom Investment Management sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q4 2018, closing a stake of 2,567 shares — an estimated $226K sold.

Freedom Investment Management first reported a position in XHE in Q2 2018 and held it in 2 quarters. The position peaked at $231K in Q2 2018. 89 funds tracked by Wall St. Rank hold XHE as of Q4 2018.

Freedom Investment Management reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q4 2018 after selling out during the quarter.
Freedom Investment Management sold 2,567 State Street SPDR S&P Health Care Equipment ETF shares in Q4 2018, an estimated $226K.
Freedom Investment Management first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q2 2018 and held it in 2 quarters.
Freedom Investment Management's State Street SPDR S&P Health Care Equipment ETF position peaked at $231K in Q2 2018.
89 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q4 2018.

Based on Freedom Investment Management's 13F filing for Q4 2018, filed 25 Jan 2019.