Rowland Carmichael Advisors’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Rowland Carmichael Advisors’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
2018 Q1	–	Sell	-752	Closed	-$33K	–	335
2017 Q4	$33K	Hold	752	–	–	0.02%	291
2017 Q3	$32K	Hold	752	–	–	0.02%	268
2017 Q2	$32K	Hold	752	–	–	0.02%	262
2017 Q1	$31K	Hold	752	–	–	0.02%	259
2016 Q4	$29K	Hold	752	–	–	0.02%	275
2016 Q3	$33K	Hold	752	–	–	0.02%	260
2016 Q2	$31K	Hold	752	–	–	0.02%	268
2016 Q1	$30K	Buy	+752	New	+$31.9K	0.03%	185

Other funds holding XPH

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.36B AUM 18.37% 1-Year Est. Return

Bank of America

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

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Baird Financial Group

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

Arnhold LLC New York $1.36B AUM 53.52% 1-Year Est. Return