Jackson Financial Management’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Jackson Financial Management’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
2019 Q2	–	Sell	-11,817	Closed	-$491K	–	40
2019 Q1	$491K	Buy	11,817 +175	+2%	+$7.11K	0.33%	29
2018 Q4	$426K	Sell	11,642 -7,850	-40%	-$335K	0.47%	25
2018 Q3	$947K	Hold	19,492	–	–	0.75%	22
2018 Q2	$838K	Sell	19,492 -4,535	-19%	-$190K	0.75%	21
2018 Q1	$1.01M	Buy	24,027 +2,415	+11%	+$105K	0.92%	21
2017 Q4	$940K	Buy	+21,612	New	+$919K	0.86%	20

Other funds holding XPH

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

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

WBG

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

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

HCIA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jackson Financial Management's XPH Position: Q2 2019 in Review

Jackson Financial Management sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q2 2019, closing a stake of 11,817 shares — an estimated $491K sold.

Jackson Financial Management first reported a position in XPH in Q4 2017 and held it in 6 quarters. The position peaked at $1.01M in Q1 2018. 61 funds tracked by Wall St. Rank hold XPH as of Q2 2019.

Jackson Financial Management reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q2 2019 after selling out during the quarter.
Jackson Financial Management sold 11,817 State Street SPDR S&P Pharmaceuticals ETF shares in Q2 2019, an estimated $491K.
Jackson Financial Management first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q4 2017 and held it in 6 quarters.
Jackson Financial Management's State Street SPDR S&P Pharmaceuticals ETF position peaked at $1.01M in Q1 2018.
61 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q2 2019.

Based on Jackson Financial Management's 13F filing for Q2 2019, filed 31 Jul 2019.