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New England Securities’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

New England Securities’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
2014
Q4 		$40K Buy
740
+48
+7% +$2.62K 0.01% 657
2014
Q3 		$37K Buy
692
+100
+17% +$5.08K 0.01% 712
2014
Q2 		$31K Buy
592
+300
+103% +$14.5K 0.01% 759
2014
Q1 		$14K Buy
292
+92
+46% +$4.34K 0.01% 973
2013
Q4 		$9K Buy
+200
New +$8.33K ﹤0.01% 1072

Other funds holding XPH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
HF
Hoxton Financial Shepherdstown, West Virginia $194M AUM 6.21% 1-Year Est. Return

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

New England Securities increased its State Street SPDR S&P Pharmaceuticals ETF (XPH) stake by 6.9% in Q4 2014, buying an estimated $2.62K and bringing the position to 740 shares worth $40K. The position accounts for 0.01% of the portfolio, ranked #657.

New England Securities first reported a position in XPH in Q4 2013 and has held it in 5 quarters since. 78 funds tracked by Wall St. Rank hold XPH as of Q4 2014.

  • New England Securities held 740 shares of State Street SPDR S&P Pharmaceuticals ETF worth $40K as of Q4 2014.
  • New England Securities bought 48 State Street SPDR S&P Pharmaceuticals ETF shares in Q4 2014, an estimated $2.62K.
  • State Street SPDR S&P Pharmaceuticals ETF made up 0.01% of New England Securities's portfolio in Q4 2014, its #657 holding.
  • New England Securities first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q4 2013 and has held it in 5 quarters since.
  • 78 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q4 2014.

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