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Independent Portfolio Consultants’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Independent Portfolio Consultants’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
-47,280
Closed -$3.02M – 885
2014
Q3 		$3.02M Buy
+47,280
New +$2.96M 0.81% 10

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

Independent Portfolio Consultants's XLV Position: Q4 2014 in Review

Independent Portfolio Consultants sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2014, closing a stake of 47,280 shares — an estimated $3.02M sold.

Independent Portfolio Consultants first reported a position in XLV in Q3 2014 and held it in 1 quarter. The position peaked at $3.02M in Q3 2014. 508 funds tracked by Wall St. Rank hold XLV as of Q4 2014.

  • Independent Portfolio Consultants reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2014 after selling out during the quarter.
  • Independent Portfolio Consultants sold 47,280 State Street Health Care Select Sector SPDR ETF shares in Q4 2014, an estimated $3.02M.
  • Independent Portfolio Consultants first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2014 and held it in 1 quarter.
  • Independent Portfolio Consultants's State Street Health Care Select Sector SPDR ETF position peaked at $3.02M in Q3 2014.
  • 508 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2014.

Based on Independent Portfolio Consultants's 13F filing for Q4 2014, filed 17 Feb 2015.