Moneta Group Investment Advisors’s State Street SPDR S&P Health Care Services ETF XHS Stock Holding History

Moneta Group Investment Advisors’s Portfolio XHS Stock Details XHS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-383	Closed	-$27K	–	379
2018 Q2	$27K	Sell	383 -26,204	-99%	-$1.76M	﹤0.01%	345
2018 Q1	$27K	Buy	+26,587	New	+$1.71M	﹤0.01%	370

Other funds holding XHS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Moneta Group Investment Advisors's XHS Position: Q3 2018 in Review

Moneta Group Investment Advisors sold out of State Street SPDR S&P Health Care Services ETF (XHS) in Q3 2018, closing a stake of 383 shares — an estimated $27K sold.

Moneta Group Investment Advisors first reported a position in XHS in Q1 2018 and held it in 2 quarters. The position peaked at $27K in Q2 2018. 35 funds tracked by Wall St. Rank hold XHS as of Q3 2018.

Moneta Group Investment Advisors reported no remaining State Street SPDR S&P Health Care Services ETF position as of Q3 2018 after selling out during the quarter.
Moneta Group Investment Advisors sold 383 State Street SPDR S&P Health Care Services ETF shares in Q3 2018, an estimated $27K.
Moneta Group Investment Advisors first reported a position in State Street SPDR S&P Health Care Services ETF in Q1 2018 and held it in 2 quarters.
Moneta Group Investment Advisors's State Street SPDR S&P Health Care Services ETF position peaked at $27K in Q2 2018.
35 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Services ETF as of Q3 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.