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New England Securities’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

New England Securities’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
2014
Q4 		– Sell
-1,642
Closed -$61K – 1744
2014
Q3 		$61K Buy
1,642
+202
+14% +$7.82K 0.02% 555
2014
Q2 		$57K Buy
1,440
+740
+106% +$28.1K 0.02% 582
2014
Q1 		$27K Buy
+700
New +$27.5K 0.01% 748

Other funds holding XHE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BHB
Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OIA
Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return
PMFA
Plante Moran Financial Advisors Southfield, Michigan $1.55B AUM 17.93% 1-Year Est. Return

New England Securities's XHE Position: Q4 2014 in Review

New England Securities sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q4 2014, closing a stake of 1,642 shares — an estimated $61K sold.

New England Securities first reported a position in XHE in Q1 2014 and held it in 3 quarters. The position peaked at $61K in Q3 2014. 11 funds tracked by Wall St. Rank hold XHE as of Q4 2014.

  • New England Securities reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q4 2014 after selling out during the quarter.
  • New England Securities sold 1,642 State Street SPDR S&P Health Care Equipment ETF shares in Q4 2014, an estimated $61K.
  • New England Securities first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q1 2014 and held it in 3 quarters.
  • New England Securities's State Street SPDR S&P Health Care Equipment ETF position peaked at $61K in Q3 2014.
  • 11 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q4 2014.

Based on New England Securities's 13F filing for Q4 2014, filed 26 Jan 2015.