Howe & Rusling’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Howe & Rusling’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 Q2	–	Sell	-75	Closed	-$3K	–	1038
2017 Q1	$3K	Hold	75	–	–	﹤0.01%	784
2016 Q4	$3K	Hold	75	–	–	﹤0.01%	816
2016 Q3	$3K	Buy	+75	New	+$3.41K	﹤0.01%	794

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

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

WBG

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

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

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

Howe & Rusling's XPH Position: Q2 2017 in Review

Howe & Rusling sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q2 2017, closing a stake of 75 shares — an estimated $3K sold.

Howe & Rusling first reported a position in XPH in Q3 2016 and held it in 3 quarters. The position peaked at $3K in Q1 2017. 80 funds tracked by Wall St. Rank hold XPH as of Q2 2017.

Howe & Rusling reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q2 2017 after selling out during the quarter.
Howe & Rusling sold 75 State Street SPDR S&P Pharmaceuticals ETF shares in Q2 2017, an estimated $3K.
Howe & Rusling first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q3 2016 and held it in 3 quarters.
Howe & Rusling's State Street SPDR S&P Pharmaceuticals ETF position peaked at $3K in Q1 2017.
80 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q2 2017.

Based on Howe & Rusling's 13F filing for Q2 2017, filed 13 Jul 2017.