Neuburgh Advisers’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Neuburgh Advisers’s Portfolio XLV Stock Details XLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-295,460	Closed	-$24.1M	–	903
2017 Q3	$24.1M	Buy	295,460 +4,590	+2%	+$369K	0.9%	30
2017 Q2	$23M	Buy	290,870 +148,648	+105%	+$11.3M	0.87%	29
2017 Q1	$10.6M	Buy	+142,222	New	+$10.4M	0.42%	53

Other funds holding XLV

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Neuburgh Advisers's XLV Position: Q4 2017 in Review

Neuburgh Advisers sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2017, closing a stake of 295,460 shares — an estimated $24.1M sold.

Neuburgh Advisers first reported a position in XLV in Q1 2017 and held it in 3 quarters. The position peaked at $24.1M in Q3 2017. 768 funds tracked by Wall St. Rank hold XLV as of Q4 2017.

Neuburgh Advisers reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2017 after selling out during the quarter.
Neuburgh Advisers sold 295,460 State Street Health Care Select Sector SPDR ETF shares in Q4 2017, an estimated $24.1M.
Neuburgh Advisers first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2017 and held it in 3 quarters.
Neuburgh Advisers's State Street Health Care Select Sector SPDR ETF position peaked at $24.1M in Q3 2017.
768 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2017.

Based on Neuburgh Advisers's 13F filing for Q4 2017, filed 14 Feb 2018.