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 $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

Rowland Carmichael Advisors's XPH Position: Q1 2018 in Review

Rowland Carmichael Advisors sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q1 2018, closing a stake of 752 shares — an estimated $33K sold.

Rowland Carmichael Advisors first reported a position in XPH in Q1 2016 and held it in 8 quarters. The position peaked at $33K in Q4 2017. 75 funds tracked by Wall St. Rank hold XPH as of Q1 2018.

Rowland Carmichael Advisors reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q1 2018 after selling out during the quarter.
Rowland Carmichael Advisors sold 752 State Street SPDR S&P Pharmaceuticals ETF shares in Q1 2018, an estimated $33K.
Rowland Carmichael Advisors first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q1 2016 and held it in 8 quarters.
Rowland Carmichael Advisors's State Street SPDR S&P Pharmaceuticals ETF position peaked at $33K in Q4 2017.
75 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q1 2018.

Based on Rowland Carmichael Advisors's 13F filing for Q1 2018, filed 10 Feb 2020.