Intercontinental Wealth Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Intercontinental Wealth Advisors’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
2017 Q4	–	Sell	-4,800	Closed	-$392K	–	169
2017 Q3	$392K	Hold	4,800	–	–	0.24%	71
2017 Q2	$380K	Hold	4,800	–	–	0.24%	67
2017 Q1	$357K	Sell	4,800 -204	-4%	-$14.9K	0.21%	86
2016 Q4	$345K	Buy	+5,004	New	+$347K	0.22%	91

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Intercontinental Wealth Advisors's XLV Position: Q4 2017 in Review

Intercontinental Wealth Advisors sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2017, closing a stake of 4,800 shares — an estimated $392K sold.

Intercontinental Wealth Advisors first reported a position in XLV in Q4 2016 and held it in 4 quarters. The position peaked at $392K in Q3 2017. 768 funds tracked by Wall St. Rank hold XLV as of Q4 2017.

Intercontinental Wealth Advisors reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2017 after selling out during the quarter.
Intercontinental Wealth Advisors sold 4,800 State Street Health Care Select Sector SPDR ETF shares in Q4 2017, an estimated $392K.
Intercontinental Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2016 and held it in 4 quarters.
Intercontinental Wealth Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $392K in Q3 2017.
768 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2017.

Based on Intercontinental Wealth Advisors's 13F filing for Q4 2017, filed 20 Feb 2018.