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Pacific Financial Group’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Pacific Financial Group’s Portfolio XSD Stock Details XSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-7,884
Closed -$314K – 198
2014
Q4 		$314K Buy
+7,884
New +$288K 0.09% 37

Other funds holding XSD

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Pacific Financial Group's XSD Position: Q1 2015 in Review

Pacific Financial Group sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q1 2015, closing a stake of 7,884 shares — an estimated $314K sold.

Pacific Financial Group first reported a position in XSD in Q4 2014 and held it in 1 quarter. The position peaked at $314K in Q4 2014. 50 funds tracked by Wall St. Rank hold XSD as of Q1 2015.

  • Pacific Financial Group reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q1 2015 after selling out during the quarter.
  • Pacific Financial Group sold 7,884 State Street SPDR S&P Semiconductor ETF shares in Q1 2015, an estimated $314K.
  • Pacific Financial Group first reported a position in State Street SPDR S&P Semiconductor ETF in Q4 2014 and held it in 1 quarter.
  • Pacific Financial Group's State Street SPDR S&P Semiconductor ETF position peaked at $314K in Q4 2014.
  • 50 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q1 2015.

Based on Pacific Financial Group's 13F filing for Q1 2015, filed 27 Apr 2015.