Sequoia Financial Advisors’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Sequoia Financial Advisors’s Portfolio XHE Stock Details XHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-5,040	Closed	-$325K	–	328
2017 Q4	$325K	Hold	5,040	–	–	0.03%	215
2017 Q3	$316K	Hold	5,040	–	–	0.04%	206
2017 Q2	$309K	Buy	+5,040	New	+$292K	0.04%	204

Other funds holding XHE

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

RAM

Riggs Asset Management Dallas, Pennsylvania $486M AUM 59.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

BHB

Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sequoia Financial Advisors's XHE Position: Q1 2018 in Review

Sequoia Financial Advisors sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q1 2018, closing a stake of 5,040 shares — an estimated $325K sold.

Sequoia Financial Advisors first reported a position in XHE in Q2 2017 and held it in 3 quarters. The position peaked at $325K in Q4 2017. 42 funds tracked by Wall St. Rank hold XHE as of Q1 2018.

Sequoia Financial Advisors reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q1 2018 after selling out during the quarter.
Sequoia Financial Advisors sold 5,040 State Street SPDR S&P Health Care Equipment ETF shares in Q1 2018, an estimated $325K.
Sequoia Financial Advisors first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q2 2017 and held it in 3 quarters.
Sequoia Financial Advisors's State Street SPDR S&P Health Care Equipment ETF position peaked at $325K in Q4 2017.
42 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q1 2018.

Based on Sequoia Financial Advisors's 13F filing for Q1 2018, filed 14 May 2018.