MYCIO Wealth Partners’s State Street SPDR S&P Health Care Services ETF XHS Stock Holding History

MYCIO Wealth Partners’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
2020 Q1	–	Sell	-513	Closed	-$37K	–	419
2019 Q4	$37K	Buy	513 +11	+2%	+$753	﹤0.01%	408
2019 Q3	$31K	Hold	502	–	–	﹤0.01%	385
2019 Q2	$33K	Buy	+502	New	+$32.3K	﹤0.01%	357
2016 Q4	–	Sell	-697	Closed	-$38K	–	681
2016 Q3	$38K	Hold	697	–	–	0.01%	389
2016 Q2	$40K	Buy	697 +1	+0.1%	+$57	0.01%	365
2016 Q1	$39K	Hold	696	–	–	0.01%	350
2015 Q4	$40K	Buy	696 +6	+0.9%	+$346	0.01%	319
2015 Q3	$39K	Buy	690 +214	+45%	+$13.7K	0.01%	329
2015 Q2	$31K	Hold	476	–	–	0.01%	364
2015 Q1	$30K	Buy	+476	New	+$27.8K	0.01%	351

Other funds holding XHS

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

MYCIO Wealth Partners's XHS Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of State Street SPDR S&P Health Care Services ETF (XHS) in Q1 2020, closing a stake of 513 shares — an estimated $37K sold.

MYCIO Wealth Partners first reported a position in XHS in Q1 2015 and held it in 10 quarters. The position peaked at $40K in Q2 2016. 33 funds tracked by Wall St. Rank hold XHS as of Q1 2020.

MYCIO Wealth Partners reported no remaining State Street SPDR S&P Health Care Services ETF position as of Q1 2020 after selling out during the quarter.
MYCIO Wealth Partners sold 513 State Street SPDR S&P Health Care Services ETF shares in Q1 2020, an estimated $37K.
MYCIO Wealth Partners first reported a position in State Street SPDR S&P Health Care Services ETF in Q1 2015 and held it in 10 quarters.
MYCIO Wealth Partners's State Street SPDR S&P Health Care Services ETF position peaked at $40K in Q2 2016.
33 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Services ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.