Kavar Capital Partners Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Kavar Capital Partners Group’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
2018 Q3	–	Sell	-150	Closed	-$13K	–	396
2018 Q2	$13K	Hold	150	–	–	0.01%	302
2018 Q1	$12K	Buy	+150	New	+$12.8K	0.01%	307
2016 Q1	–	Sell	-150	Closed	-$10K	–	408
2015 Q4	$10K	Hold	150	–	–	0.01%	269
2015 Q3	$9K	Hold	150	–	–	0.01%	288
2015 Q2	$11K	Buy	+150	New	+$11.1K	0.01%	297
2014 Q2	–	Sell	-306	Closed	-$17K	–	456
2014 Q1	$17K	Hold	306	–	–	0.01%	273
2013 Q4	$16K	Buy	+306	New	+$16.4K	0.01%	265

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

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

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

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

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

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

SGI

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kavar Capital Partners Group's XLV Position: Q3 2018 in Review

Kavar Capital Partners Group sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2018, closing a stake of 150 shares — an estimated $13K sold.

Kavar Capital Partners Group first reported a position in XLV in Q4 2013 and held it in 7 quarters. The position peaked at $17K in Q1 2014. 794 funds tracked by Wall St. Rank hold XLV as of Q3 2018.

Kavar Capital Partners Group reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q3 2018 after selling out during the quarter.
Kavar Capital Partners Group sold 150 State Street Health Care Select Sector SPDR ETF shares in Q3 2018, an estimated $13K.
Kavar Capital Partners Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2013 and held it in 7 quarters.
Kavar Capital Partners Group's State Street Health Care Select Sector SPDR ETF position peaked at $17K in Q1 2014.
794 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2018.

Based on Kavar Capital Partners Group's 13F filing for Q3 2018, filed 9 Nov 2018.