Litman Gregory Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Litman Gregory Wealth Management’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 Q4	–	Sell	-82	Closed	-$8K	–	159
2018 Q3	$8K	Hold	82	–	–	﹤0.01%	96
2018 Q2	$7K	Hold	82	–	–	﹤0.01%	82
2018 Q1	$7K	Buy	+82	New	+$6.99K	﹤0.01%	146

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Litman Gregory Wealth Management's XLV Position: Q4 2018 in Review

Litman Gregory Wealth Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2018, closing a stake of 82 shares — an estimated $8K sold.

Litman Gregory Wealth Management first reported a position in XLV in Q1 2018 and held it in 3 quarters. The position peaked at $8K in Q3 2018. 882 funds tracked by Wall St. Rank hold XLV as of Q4 2018.

Litman Gregory Wealth Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2018 after selling out during the quarter.
Litman Gregory Wealth Management sold 82 State Street Health Care Select Sector SPDR ETF shares in Q4 2018, an estimated $8K.
Litman Gregory Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2018 and held it in 3 quarters.
Litman Gregory Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $8K in Q3 2018.
882 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2018.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2018, filed 1 Feb 2019.