Longfellow Investment Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Longfellow Investment 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
2019 Q1	–	Sell	-1,032	Closed	-$89K	–	124
2018 Q4	$89K	Hold	1,032	–	–	0.04%	87
2018 Q3	$98K	Buy	+1,032	New	+$93.2K	0.02%	97

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

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

Longfellow Investment Management's XLV Position: Q1 2019 in Review

Longfellow Investment Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2019, closing a stake of 1,032 shares — an estimated $89K sold.

Longfellow Investment Management first reported a position in XLV in Q3 2018 and held it in 2 quarters. The position peaked at $98K in Q3 2018. 903 funds tracked by Wall St. Rank hold XLV as of Q1 2019.

Longfellow Investment Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2019 after selling out during the quarter.
Longfellow Investment Management sold 1,032 State Street Health Care Select Sector SPDR ETF shares in Q1 2019, an estimated $89K.
Longfellow Investment Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2018 and held it in 2 quarters.
Longfellow Investment Management's State Street Health Care Select Sector SPDR ETF position peaked at $98K in Q3 2018.
903 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2019.

Based on Longfellow Investment Management's 13F filing for Q1 2019, filed 15 May 2019.