Mosaic Family Wealth’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Mosaic Family Wealth’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
2019 Q2	–	Sell	-286	Closed	-$12K	–	616
2019 Q1	$12K	Hold	286	–	–	﹤0.01%	483
2018 Q4	$10K	Hold	286	–	–	﹤0.01%	490
2018 Q3	$13K	Hold	286	–	–	0.01%	480
2018 Q2	$12K	Hold	286	–	–	﹤0.01%	517
2018 Q1	$12K	Hold	286	–	–	﹤0.01%	508
2017 Q4	$12K	Hold	286	–	–	﹤0.01%	512
2017 Q3	$12K	Hold	286	–	–	﹤0.01%	553
2017 Q2	$12K	Hold	286	–	–	0.01%	489
2017 Q1	$12K	Hold	286	–	–	0.01%	499
2016 Q4	$11K	Hold	286	–	–	0.01%	490
2016 Q3	$13K	Sell	286 -1	-0.3%	-$45	0.01%	490
2016 Q2	$12K	Buy	287 +1	+0.3%	+$42	0.01%	512
2016 Q1	$11K	Hold	286	–	–	0.01%	521
2015 Q4	$14K	Buy	+286	New	+$14.6K	0.01%	492

Other funds holding XPH

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HCIA

Hochman Cole Investment Advisors Deerfield, Illinois $255M AUM 23.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mosaic Family Wealth's XPH Position: Q2 2019 in Review

Mosaic Family Wealth sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q2 2019, closing a stake of 286 shares — an estimated $12K sold.

Mosaic Family Wealth first reported a position in XPH in Q4 2015 and held it in 14 quarters. The position peaked at $14K in Q4 2015. 61 funds tracked by Wall St. Rank hold XPH as of Q2 2019.

Mosaic Family Wealth reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q2 2019 after selling out during the quarter.
Mosaic Family Wealth sold 286 State Street SPDR S&P Pharmaceuticals ETF shares in Q2 2019, an estimated $12K.
Mosaic Family Wealth first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q4 2015 and held it in 14 quarters.
Mosaic Family Wealth's State Street SPDR S&P Pharmaceuticals ETF position peaked at $14K in Q4 2015.
61 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.