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Stanford Investment Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Stanford Investment Group’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
2015
Q1 		– Sell
-266
Closed -$18K – 358
2014
Q4 		$18K Buy
+266
New +$17.8K 0.02% 246

Other funds holding XLV

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EA
Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Stanford Investment Group's XLV Position: Q1 2015 in Review

Stanford Investment Group sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2015, closing a stake of 266 shares — an estimated $18K sold.

Stanford Investment Group first reported a position in XLV in Q4 2014 and held it in 1 quarter. The position peaked at $18K in Q4 2014. 531 funds tracked by Wall St. Rank hold XLV as of Q1 2015.

  • Stanford Investment Group reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2015 after selling out during the quarter.
  • Stanford Investment Group sold 266 State Street Health Care Select Sector SPDR ETF shares in Q1 2015, an estimated $18K.
  • Stanford Investment Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2014 and held it in 1 quarter.
  • Stanford Investment Group's State Street Health Care Select Sector SPDR ETF position peaked at $18K in Q4 2014.
  • 531 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2015.

Based on Stanford Investment Group's 13F filing for Q1 2015, filed 18 Nov 2016.