Pacific Sun Financial’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Pacific Sun Financial’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
2020 Q1	–	Sell	-5,925	Closed	-$271K	–	144
2019 Q4	$271K	Sell	5,925 -2,360	-28%	-$93.5K	0.24%	116
2019 Q3	$295K	Sell	8,285 -400	-5%	-$14.9K	0.28%	106
2019 Q2	$346K	Buy	+8,685	New	+$342K	0.33%	99
2018 Q2	$460K	Sell	9,595 -425	-4%	-$17.9K	0.47%	71
2018 Q1	$420K	Buy	+10,020	New	+$437K	0.55%	66

Other funds holding XPH

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

HCIA

Hochman Cole Investment Advisors Deerfield, Illinois $255M AUM 23.27% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

Pacific Sun Financial's XPH Position: Q1 2020 in Review

Pacific Sun Financial sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q1 2020, closing a stake of 5,925 shares — an estimated $271K sold.

Pacific Sun Financial first reported a position in XPH in Q1 2018 and held it in 5 quarters. The position peaked at $460K in Q2 2018. 66 funds tracked by Wall St. Rank hold XPH as of Q1 2020.

Pacific Sun Financial reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q1 2020 after selling out during the quarter.
Pacific Sun Financial sold 5,925 State Street SPDR S&P Pharmaceuticals ETF shares in Q1 2020, an estimated $271K.
Pacific Sun Financial first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q1 2018 and held it in 5 quarters.
Pacific Sun Financial's State Street SPDR S&P Pharmaceuticals ETF position peaked at $460K in Q2 2018.
66 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q1 2020.

Based on Pacific Sun Financial's 13F filing for Q1 2020, filed 7 May 2020.