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Independent Portfolio Consultants’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Independent Portfolio Consultants’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
2014
Q4 		– Sell
-1,350
Closed -$72K – 886
2014
Q3 		$72K Buy
+1,350
New +$68.6K 0.02% 591

Other funds holding XPH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
HF
Hoxton Financial Shepherdstown, West Virginia $194M AUM 6.21% 1-Year Est. Return

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

Independent Portfolio Consultants sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q4 2014, closing a stake of 1,350 shares — an estimated $72K sold.

Independent Portfolio Consultants first reported a position in XPH in Q3 2014 and held it in 1 quarter. The position peaked at $72K in Q3 2014. 78 funds tracked by Wall St. Rank hold XPH as of Q4 2014.

  • Independent Portfolio Consultants reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q4 2014 after selling out during the quarter.
  • Independent Portfolio Consultants sold 1,350 State Street SPDR S&P Pharmaceuticals ETF shares in Q4 2014, an estimated $72K.
  • Independent Portfolio Consultants first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q3 2014 and held it in 1 quarter.
  • Independent Portfolio Consultants's State Street SPDR S&P Pharmaceuticals ETF position peaked at $72K in Q3 2014.
  • 78 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q4 2014.

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