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KMS Financial Services’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

KMS Financial 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
2013
Q4 		– Sell
-5,508
Closed -$212K – 554
2013
Q3 		$212K Sell
5,508
-510
-8% -$19.3K 0.05% 383
2013
Q2 		$212K Buy
+6,018
New +$203K 0.06% 328

Other funds holding XPH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EC
Estate Counselors Thiensville, Wisconsin $1.16B AUM 21.97% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HF
Hoxton Financial Shepherdstown, West Virginia $194M AUM 6.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KMS Financial Services's XPH Position: Q4 2013 in Review

KMS Financial Services sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q4 2013, closing a stake of 5,508 shares — an estimated $212K sold.

KMS Financial Services first reported a position in XPH in Q2 2013 and held it in 2 quarters. The position peaked at $212K in Q3 2013. 65 funds tracked by Wall St. Rank hold XPH as of Q4 2013.

  • KMS Financial Services reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q4 2013 after selling out during the quarter.
  • KMS Financial Services sold 5,508 State Street SPDR S&P Pharmaceuticals ETF shares in Q4 2013, an estimated $212K.
  • KMS Financial Services first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q2 2013 and held it in 2 quarters.
  • KMS Financial Services's State Street SPDR S&P Pharmaceuticals ETF position peaked at $212K in Q3 2013.
  • 65 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q4 2013.

Based on KMS Financial Services's 13F filing for Q4 2013, filed 10 Feb 2014.