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M Holdings Securities’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

M Holdings Securities’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
2014
Q4 		– Sell
-3,272
Closed -$173K – 452
2014
Q3 		$173K Buy
+3,272
New +$166K 0.1% 200

Other funds holding XPH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
HF
Hoxton Financial Shepherdstown, West Virginia $194M AUM 6.21% 1-Year Est. Return

M Holdings Securities's XPH Position: Q4 2014 in Review

M Holdings Securities sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q4 2014, closing a stake of 3,272 shares — an estimated $173K sold.

M Holdings Securities first reported a position in XPH in Q3 2014 and held it in 1 quarter. The position peaked at $173K in Q3 2014. 78 funds tracked by Wall St. Rank hold XPH as of Q4 2014.

  • M Holdings Securities reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q4 2014 after selling out during the quarter.
  • M Holdings Securities sold 3,272 State Street SPDR S&P Pharmaceuticals ETF shares in Q4 2014, an estimated $173K.
  • M Holdings Securities first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q3 2014 and held it in 1 quarter.
  • M Holdings Securities's State Street SPDR S&P Pharmaceuticals ETF position peaked at $173K in Q3 2014.
  • 78 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q4 2014.

Based on M Holdings Securities's 13F filing for Q4 2014, filed 13 Feb 2015.