Integrated Wealth Management (Palm Desert)’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History
Bought
Maintained
Sold
Other funds holding XLV
SGI
NM
Integrated Wealth Management (Palm Desert)'s XLV Position: Q4 2016 in Review
Integrated Wealth Management (Palm Desert) sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2016, closing a stake of 2,024 shares — an estimated $146K sold.
Integrated Wealth Management (Palm Desert) first reported a position in XLV in Q1 2015 and held it in 7 quarters. The position peaked at $215K in Q2 2015. 614 funds tracked by Wall St. Rank hold XLV as of Q4 2016.
- Integrated Wealth Management (Palm Desert) reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2016 after selling out during the quarter.
- Integrated Wealth Management (Palm Desert) sold 2,024 State Street Health Care Select Sector SPDR ETF shares in Q4 2016, an estimated $146K.
- Integrated Wealth Management (Palm Desert) first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2015 and held it in 7 quarters.
- Integrated Wealth Management (Palm Desert)'s State Street Health Care Select Sector SPDR ETF position peaked at $215K in Q2 2015.
- 614 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2016.
Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.