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

Patriot 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
2017 Q4	–	Sell	-99,418	Closed	-$8.13M	–	96
2017 Q3	$8.13M	Buy	+99,418	New	+$7.98M	1.32%	24
2016 Q2	–	Sell	-23,024	Closed	-$1.56M	–	73
2016 Q1	$1.56M	Sell	23,024 -68,173	-75%	-$4.57M	0.32%	61
2015 Q4	$6.57M	Buy	91,197 +284	+0.3%	+$20.1K	1.36%	26
2015 Q3	$6.02M	Buy	90,913 +2,781	+3%	+$203K	1.39%	25
2015 Q2	$6.56M	Buy	+88,132	New	+$6.53M	1.46%	21

Other funds holding XLV

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

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

SGI

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Patriot Wealth Management's XLV Position: Q4 2017 in Review

Patriot Wealth Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2017, closing a stake of 99,418 shares — an estimated $8.13M sold.

Patriot Wealth Management first reported a position in XLV in Q2 2015 and held it in 5 quarters. The position peaked at $8.13M in Q3 2017. 769 funds tracked by Wall St. Rank hold XLV as of Q4 2017.

Patriot Wealth Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2017 after selling out during the quarter.
Patriot Wealth Management sold 99,418 State Street Health Care Select Sector SPDR ETF shares in Q4 2017, an estimated $8.13M.
Patriot Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2015 and held it in 5 quarters.
Patriot Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $8.13M in Q3 2017.
769 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2017.

Based on Patriot Wealth Management's 13F filing for Q4 2017, filed 10 Jan 2018.