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Private Capital Management (Minnesota)’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Private Capital Management (Minnesota)’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
Q3 		$41K Sell
500
-300
-38% -$24.1K 0.05% 161
2017
Q2 		$63K Sell
800
-4,000
-83% -$305K 0.07% 169
2017
Q1 		$357K Sell
4,800
-2,400
-33% -$175K 0.39% 109
2016
Q4 		$496K Buy
7,200
+2,000
+38% +$139K 0.56% 72
2016
Q3 		$375K Sell
5,200
-300
-5% -$22.1K 0.39% 113
2016
Q2 		$394K Sell
5,500
-1,800
-25% -$127K 0.39% 118
2016
Q1 		$495K Buy
7,300
+2,800
+62% +$188K 0.45% 98
2015
Q4 		$324K Buy
+4,500
New +$318K 0.3% 144

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $1.86B AUM 15.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return