Robertson Stephens Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q3
$4.97M Buy
60,808
+11,929
+24% +$958K 4.29% 6
2017
Q2
$3.87M Buy
48,879
+12,630
+35% +$962K 3.48% 8
2017
Q1
$2.5M Sell
36,249
-16,217
-31% -$1.18M 2.23% 11
2016
Q4
$3.62M Buy
+52,466
New +$3.64M 2.06% 12

Other funds holding XLV

Robertson Stephens Advisors's XLV Position: Q3 2017 in Review

Robertson Stephens Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 24% in Q3 2017, buying an estimated $958K and bringing the position to 60,808 shares worth $4.97M. The position accounts for 4.29% of the portfolio, ranked #6.

Robertson Stephens Advisors first reported a position in XLV in Q4 2016 and has held it in 4 quarters since. 703 funds tracked by Wall St. Rank hold XLV as of Q3 2017.

  • Robertson Stephens Advisors held 60,808 shares of State Street Health Care Select Sector SPDR ETF worth $4.97M as of Q3 2017.
  • Robertson Stephens Advisors bought 11,929 State Street Health Care Select Sector SPDR ETF shares in Q3 2017, an estimated $958K.
  • State Street Health Care Select Sector SPDR ETF made up 4.29% of Robertson Stephens Advisors's portfolio in Q3 2017, its #6 holding.
  • Robertson Stephens Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2016 and has held it in 4 quarters since.
  • 703 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2017.

Based on Robertson Stephens Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.