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Montecito Bank & Trust’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Montecito Bank & Trust’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
Q4 		– Sell
-5,222
Closed -$459K – 205
2018
Q3 		$459K Buy
+5,222
New +$437K 0.14% 152

Other funds holding XHE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BHB
Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 1-Year Est. Return

Montecito Bank & Trust's XHE Position: Q4 2018 in Review

Montecito Bank & Trust sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q4 2018, closing a stake of 5,222 shares — an estimated $459K sold.

Montecito Bank & Trust first reported a position in XHE in Q3 2018 and held it in 1 quarter. The position peaked at $459K in Q3 2018. 89 funds tracked by Wall St. Rank hold XHE as of Q4 2018.

  • Montecito Bank & Trust reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q4 2018 after selling out during the quarter.
  • Montecito Bank & Trust sold 5,222 State Street SPDR S&P Health Care Equipment ETF shares in Q4 2018, an estimated $459K.
  • Montecito Bank & Trust first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q3 2018 and held it in 1 quarter.
  • Montecito Bank & Trust's State Street SPDR S&P Health Care Equipment ETF position peaked at $459K in Q3 2018.
  • 89 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q4 2018.

Based on Montecito Bank & Trust's 13F filing for Q4 2018, filed 5 Feb 2019.