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

United Capital 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
2019 Q1	–	Sell	-3,342	Closed	-$234K	–	1411
2018 Q4	$234K	Sell	3,342 -65,439	-95%	-$5.01M	﹤0.01%	1152
2018 Q3	$6.04M	Sell	68,781 -32,773	-32%	-$2.74M	0.04%	399
2018 Q2	$7.94M	Buy	+101,554	New	+$7.6M	0.06%	339
2016 Q4	–	Sell	-179,518	Closed	-$9.31M	–	1336
2016 Q3	$9.31M	Buy	+179,518	New	+$9.11M	0.09%	278

Other funds holding XHE

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

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

NFC

Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 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

BHB

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

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

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

PWS

Paragon Wealth Strategies Jacksonville, Florida $363M AUM 24.36% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return

United Capital Financial Advisors's XHE Position: Q1 2019 in Review

United Capital Financial Advisors sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q1 2019, closing a stake of 3,342 shares — an estimated $234K sold.

United Capital Financial Advisors first reported a position in XHE in Q3 2016 and held it in 4 quarters. The position peaked at $9.31M in Q3 2016. 94 funds tracked by Wall St. Rank hold XHE as of Q1 2019.

United Capital Financial Advisors reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q1 2019 after selling out during the quarter.
United Capital Financial Advisors sold 3,342 State Street SPDR S&P Health Care Equipment ETF shares in Q1 2019, an estimated $234K.
United Capital Financial Advisors first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q3 2016 and held it in 4 quarters.
United Capital Financial Advisors's State Street SPDR S&P Health Care Equipment ETF position peaked at $9.31M in Q3 2016.
94 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q1 2019.

Based on United Capital Financial Advisors's 13F filing for Q1 2019, filed 14 May 2019.