Portfolio Strategies (Washington)’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Portfolio Strategies (Washington)’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
2014 Q4	$536K	Buy	+9,938	New	+$543K	0.66%	23

Other funds holding XPH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

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

Hoxton Financial Shepherdstown, West Virginia $194M AUM 6.21% 1-Year Est. Return

Portfolio Strategies (Washington)'s XPH Position: Q4 2014 in Review

Portfolio Strategies (Washington) opened a new position in State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q4 2014: 9,938 shares worth $536K. The stake represents 0.66% of the portfolio and ranks #23 among its holdings.

78 funds tracked by Wall St. Rank hold XPH as of Q4 2014.

Portfolio Strategies (Washington) held 9,938 shares of State Street SPDR S&P Pharmaceuticals ETF worth $536K as of Q4 2014.
State Street SPDR S&P Pharmaceuticals ETF was a new Portfolio Strategies (Washington) position in Q4 2014.
State Street SPDR S&P Pharmaceuticals ETF made up 0.66% of Portfolio Strategies (Washington)'s portfolio in Q4 2014, its #23 holding.
78 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q4 2014.

Based on Portfolio Strategies (Washington)'s 13F filing for Q4 2014, filed 9 Feb 2015.