Private Capital Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Private Capital Advisors’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
2019 Q2	–	Sell	-4,220	Closed	-$387K	–	100
2019 Q1	$387K	Buy	4,220 +220	+6%	+$19.8K	0.12%	74
2018 Q4	$346K	Hold	4,000	–	–	0.12%	73
2018 Q3	$381K	Hold	4,000	–	–	0.11%	82
2018 Q2	$334K	Hold	4,000	–	–	0.1%	82
2018 Q1	$326K	Hold	4,000	–	–	0.11%	86
2017 Q4	$331K	Hold	4,000	–	–	0.11%	89
2017 Q3	$327K	Hold	4,000	–	–	0.11%	92
2017 Q2	$317K	Hold	4,000	–	–	0.1%	114
2017 Q1	$297K	Hold	4,000	–	–	0.1%	104
2016 Q4	$276K	Hold	4,000	–	–	0.09%	106
2016 Q3	$288K	Hold	4,000	–	–	0.1%	101
2016 Q2	$287K	Hold	4,000	–	–	0.11%	98
2016 Q1	$271K	Hold	4,000	–	–	0.12%	98
2015 Q4	$288K	Hold	4,000	–	–	0.12%	96
2015 Q3	$265K	Hold	4,000	–	–	0.11%	107
2015 Q2	$298K	Hold	4,000	–	–	0.1%	125
2015 Q1	$290K	Hold	4,000	–	–	0.11%	104
2014 Q4	$274K	Hold	4,000	–	–	0.1%	98
2014 Q3	$256K	Hold	4,000	–	–	0.08%	111
2014 Q2	$243K	Hold	4,000	–	–	0.08%	106
2014 Q1	$234K	Hold	4,000	–	–	0.09%	94
2013 Q4	$222K	Hold	4,000	–	–	0.08%	102
2013 Q3	$202K	Buy	+4,000	New	+$201K	0.07%	106

Other funds holding XLV

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

SGI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Private Capital Advisors's XLV Position: Q2 2019 in Review

Private Capital Advisors sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2019, closing a stake of 4,220 shares — an estimated $387K sold.

Private Capital Advisors first reported a position in XLV in Q3 2013 and held it in 23 quarters. The position peaked at $387K in Q1 2019. 888 funds tracked by Wall St. Rank hold XLV as of Q2 2019.

Private Capital Advisors reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2019 after selling out during the quarter.
Private Capital Advisors sold 4,220 State Street Health Care Select Sector SPDR ETF shares in Q2 2019, an estimated $387K.
Private Capital Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2013 and held it in 23 quarters.
Private Capital Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $387K in Q1 2019.
888 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2019.

Based on Private Capital Advisors's 13F filing for Q2 2019, filed 18 Jul 2019.