Northwest Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Northwest Wealth Management’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
2019 Q2	–	Sell	-83	Closed	-$8K	–	484
2019 Q1	$8K	Hold	83	–	–	0.01%	367
2018 Q4	$7K	Hold	83	–	–	0.01%	365
2018 Q3	$8K	Hold	83	–	–	0.01%	381
2018 Q2	$7K	Hold	83	–	–	0.01%	384
2018 Q1	$7K	Buy	+83	New	+$7.07K	0.01%	390

Other funds holding XLV

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return

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

Northwest Wealth Management's XLV Position: Q2 2019 in Review

Northwest Wealth Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2019, closing a stake of 83 shares — an estimated $8K sold.

Northwest Wealth Management first reported a position in XLV in Q1 2018 and held it in 5 quarters. The position peaked at $8K in Q1 2019. 888 funds tracked by Wall St. Rank hold XLV as of Q2 2019.

Northwest Wealth Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2019 after selling out during the quarter.
Northwest Wealth Management sold 83 State Street Health Care Select Sector SPDR ETF shares in Q2 2019, an estimated $8K.
Northwest Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2018 and held it in 5 quarters.
Northwest Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $8K in Q1 2019.
888 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.