Peak Asset Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Peak Asset 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	-3,000	Closed	-$245K	–	148
2017 Q3	$245K	Hold	3,000	–	–	0.09%	124
2017 Q2	$238K	Hold	3,000	–	–	0.09%	124
2017 Q1	$223K	Hold	3,000	–	–	0.08%	135
2016 Q4	$207K	Hold	3,000	–	–	0.08%	140
2016 Q3	$216K	Hold	3,000	–	–	0.09%	127
2016 Q2	$215K	Hold	3,000	–	–	0.1%	123
2016 Q1	$203K	Hold	3,000	–	–	0.1%	120
2015 Q4	$216K	Buy	+3,000	New	+$212K	0.11%	110
2015 Q3	–	Sell	-4,926	Closed	-$366K	–	131
2015 Q2	$366K	Hold	4,926	–	–	0.19%	83
2015 Q1	$357K	Hold	4,926	–	–	0.18%	83
2014 Q4	$337K	Buy	+4,926	New	+$330K	0.18%	83

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

Peak Asset Management's XLV Position: Q4 2017 in Review

Peak Asset Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2017, closing a stake of 3,000 shares — an estimated $245K sold.

Peak Asset Management first reported a position in XLV in Q4 2014 and held it in 11 quarters. The position peaked at $366K in Q2 2015. 769 funds tracked by Wall St. Rank hold XLV as of Q4 2017.

Peak Asset Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2017 after selling out during the quarter.
Peak Asset Management sold 3,000 State Street Health Care Select Sector SPDR ETF shares in Q4 2017, an estimated $245K.
Peak Asset Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2014 and held it in 11 quarters.
Peak Asset Management's State Street Health Care Select Sector SPDR ETF position peaked at $366K in Q2 2015.
769 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2017.

Based on Peak Asset Management's 13F filing for Q4 2017, filed 13 Feb 2018.