Princeton Capital Management’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Princeton Capital Management’s Portfolio XHE Stock Details XHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-300	Closed	-$23K	–	219
2019 Q3	$23K	Hold	300	–	–	0.01%	186
2019 Q2	$25K	Hold	300	–	–	0.01%	191
2019 Q1	$24K	Hold	300	–	–	0.01%	187
2018 Q4	$21K	Hold	300	–	–	0.01%	190
2018 Q3	$26K	Buy	+300	New	+$25.1K	0.01%	203

Other funds holding XHE

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

BHB

Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Princeton Capital Management's XHE Position: Q4 2019 in Review

Princeton Capital Management sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q4 2019, closing a stake of 300 shares — an estimated $23K sold.

Princeton Capital Management first reported a position in XHE in Q3 2018 and held it in 5 quarters. The position peaked at $26K in Q3 2018. 107 funds tracked by Wall St. Rank hold XHE as of Q4 2019.

Princeton Capital Management reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q4 2019 after selling out during the quarter.
Princeton Capital Management sold 300 State Street SPDR S&P Health Care Equipment ETF shares in Q4 2019, an estimated $23K.
Princeton Capital Management first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q3 2018 and held it in 5 quarters.
Princeton Capital Management's State Street SPDR S&P Health Care Equipment ETF position peaked at $26K in Q3 2018.
107 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q4 2019.

Based on Princeton Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.