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Plante Moran Financial Advisors’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Plante Moran Financial Advisors’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
2015
Q1 		– Sell
-48
Closed -$3K – 806
2014
Q4 		$3K Buy
+48
New +$2.62K ﹤0.01% 738

Other funds holding XPH

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
HF
Hoxton Financial Shepherdstown, West Virginia $194M AUM 6.21% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Plante Moran Financial Advisors's XPH Position: Q1 2015 in Review

Plante Moran Financial Advisors sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q1 2015, closing a stake of 48 shares — an estimated $3K sold.

Plante Moran Financial Advisors first reported a position in XPH in Q4 2014 and held it in 1 quarter. The position peaked at $3K in Q4 2014. 79 funds tracked by Wall St. Rank hold XPH as of Q1 2015.

  • Plante Moran Financial Advisors reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q1 2015 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 48 State Street SPDR S&P Pharmaceuticals ETF shares in Q1 2015, an estimated $3K.
  • Plante Moran Financial Advisors first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q4 2014 and held it in 1 quarter.
  • Plante Moran Financial Advisors's State Street SPDR S&P Pharmaceuticals ETF position peaked at $3K in Q4 2014.
  • 79 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q1 2015.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2015, filed 24 Apr 2015.