Investors Capital Advisory Services’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Investors Capital Advisory Services’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
2016 Q2	$334K	Sell	7,997 -200	-2%	-$8.47K	0.06%	389
2016 Q1	$329K	Sell	8,197 -280	-3%	-$11.9K	0.07%	388
2015 Q4	$433K	Sell	8,477 -341	-4%	-$17.4K	0.08%	336
2015 Q3	$413K	Sell	8,818 -962	-10%	-$58K	0.08%	340
2015 Q2	$609K	Buy	9,780 +726	+8%	+$45.2K	0.11%	262
2015 Q1	$559K	Buy	9,054 +1,378	+18%	+$81.7K	0.1%	278
2014 Q4	$414K	Sell	7,676 -928	-11%	-$50.7K	0.08%	342
2014 Q3	$456K	Buy	8,604 +4,416	+105%	+$225K	0.09%	328
2014 Q2	$217K	Buy	+4,188	New	+$202K	0.04%	570

Other funds holding XPH

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

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

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

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

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

HCIA

Hochman Cole Investment Advisors Deerfield, Illinois $255M AUM 23.27% 1-Year Est. Return

Investors Capital Advisory Services's XPH Position: Q2 2016 in Review

Investors Capital Advisory Services reduced its State Street SPDR S&P Pharmaceuticals ETF (XPH) stake by 2.4% in Q2 2016, selling an estimated $8.47K and leaving 7,997 shares worth $334K. The position accounts for 0.06% of the portfolio, ranked #389.

Investors Capital Advisory Services first reported a position in XPH in Q2 2014 and has held it in 9 quarters since. The position peaked at $609K in Q2 2015. 60 funds tracked by Wall St. Rank hold XPH as of Q2 2016.

Investors Capital Advisory Services held 7,997 shares of State Street SPDR S&P Pharmaceuticals ETF worth $334K as of Q2 2016.
Investors Capital Advisory Services sold 200 State Street SPDR S&P Pharmaceuticals ETF shares in Q2 2016, an estimated $8.47K.
State Street SPDR S&P Pharmaceuticals ETF made up 0.06% of Investors Capital Advisory Services's portfolio in Q2 2016, its #389 holding.
Investors Capital Advisory Services first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q2 2014 and has held it in 9 quarters since.
Investors Capital Advisory Services's State Street SPDR S&P Pharmaceuticals ETF position peaked at $609K in Q2 2015.
60 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.