Laird Norton Wetherby Wealth Management’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Laird Norton Wetherby Wealth 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
2018 Q1	–	Sell	-870	Closed	-$38K	–	702
2017 Q4	$38K	Hold	870	–	–	0.01%	647
2017 Q3	$37K	Buy	+870	New	+$36.9K	0.01%	622
2015 Q3	–	Sell	-870	Closed	-$54K	–	507
2015 Q2	$54K	Buy	+870	New	+$54.2K	0.01%	478

Other funds holding XPH

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's XPH Position: Q1 2018 in Review

Laird Norton Wetherby Wealth Management sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q1 2018, closing a stake of 870 shares — an estimated $38K sold.

Laird Norton Wetherby Wealth Management first reported a position in XPH in Q2 2015 and held it in 3 quarters. The position peaked at $54K in Q2 2015. 75 funds tracked by Wall St. Rank hold XPH as of Q1 2018.

Laird Norton Wetherby Wealth Management reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q1 2018 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 870 State Street SPDR S&P Pharmaceuticals ETF shares in Q1 2018, an estimated $38K.
Laird Norton Wetherby Wealth Management first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q2 2015 and held it in 3 quarters.
Laird Norton Wetherby Wealth Management's State Street SPDR S&P Pharmaceuticals ETF position peaked at $54K in Q2 2015.
75 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q1 2018.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q1 2018, filed 4 May 2018.