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Mariner Independent Advisor Network’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Mariner Independent Advisor Network’s Portfolio XHE Stock Details XHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-13,585
Closed -$947K – 315
2018
Q1 		$947K Buy
+13,585
New +$926K 0.06% 222

Other funds holding XHE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
PWS
Paragon Wealth Strategies Jacksonville, Florida $363M AUM 24.36% 1-Year Est. Return

Mariner Independent Advisor Network's XHE Position: Q2 2018 in Review

Mariner Independent Advisor Network sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q2 2018, closing a stake of 13,585 shares — an estimated $947K sold.

Mariner Independent Advisor Network first reported a position in XHE in Q1 2018 and held it in 1 quarter. The position peaked at $947K in Q1 2018. 61 funds tracked by Wall St. Rank hold XHE as of Q2 2018.

  • Mariner Independent Advisor Network reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q2 2018 after selling out during the quarter.
  • Mariner Independent Advisor Network sold 13,585 State Street SPDR S&P Health Care Equipment ETF shares in Q2 2018, an estimated $947K.
  • Mariner Independent Advisor Network first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q1 2018 and held it in 1 quarter.
  • Mariner Independent Advisor Network's State Street SPDR S&P Health Care Equipment ETF position peaked at $947K in Q1 2018.
  • 61 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q2 2018.

Based on Mariner Independent Advisor Network's 13F filing for Q2 2018, filed 17 Sep 2018.