Hefty Wealth Partners’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Hefty Wealth Partners’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
2017 Q3	–	Sell	-1,610	Closed	-$69K	–	271
2017 Q2	$69K	Buy	+1,610	New	+$67.9K	0.05%	109

Other funds holding XPH

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

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

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

PVH

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

WBG

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TSS

Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Hefty Wealth Partners's XPH Position: Q3 2017 in Review

Hefty Wealth Partners sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q3 2017, closing a stake of 1,610 shares — an estimated $69K sold.

Hefty Wealth Partners first reported a position in XPH in Q2 2017 and held it in 1 quarter. The position peaked at $69K in Q2 2017. 79 funds tracked by Wall St. Rank hold XPH as of Q3 2017.

Hefty Wealth Partners reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q3 2017 after selling out during the quarter.
Hefty Wealth Partners sold 1,610 State Street SPDR S&P Pharmaceuticals ETF shares in Q3 2017, an estimated $69K.
Hefty Wealth Partners first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q2 2017 and held it in 1 quarter.
Hefty Wealth Partners's State Street SPDR S&P Pharmaceuticals ETF position peaked at $69K in Q2 2017.
79 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q3 2017.

Based on Hefty Wealth Partners's 13F filing for Q3 2017, filed 2 Oct 2017.