Summit Financial Wealth Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Summit Financial Wealth Advisors’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
2016 Q4	–	Sell	-2,869	Closed	-$207K	–	148
2016 Q3	$207K	Sell	2,869 -135	-4%	-$9.94K	0.09%	135
2016 Q2	$215K	Hold	3,004	–	–	0.09%	132
2016 Q1	$204K	Hold	3,004	–	–	0.09%	128
2015 Q4	$216K	Hold	3,004	–	–	0.1%	113
2015 Q3	$198K	Hold	3,004	–	–	0.13%	78
2015 Q2	$223K	Hold	3,004	–	–	0.14%	78
2015 Q1	$220K	Sell	3,004 -200	-6%	-$14.3K	0.15%	65
2014 Q4	$219K	Buy	+3,204	New	+$214K	0.15%	63

Other funds holding XLV

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return

Summit Financial Wealth Advisors's XLV Position: Q4 2016 in Review

Summit Financial Wealth Advisors sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2016, closing a stake of 2,869 shares — an estimated $207K sold.

Summit Financial Wealth Advisors first reported a position in XLV in Q4 2014 and held it in 8 quarters. The position peaked at $223K in Q2 2015. 614 funds tracked by Wall St. Rank hold XLV as of Q4 2016.

Summit Financial Wealth Advisors reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2016 after selling out during the quarter.
Summit Financial Wealth Advisors sold 2,869 State Street Health Care Select Sector SPDR ETF shares in Q4 2016, an estimated $207K.
Summit Financial Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2014 and held it in 8 quarters.
Summit Financial Wealth Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $223K in Q2 2015.
614 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2016.

Based on Summit Financial Wealth Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.