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

United Capital Financial Advisors’s Portfolio XHS Stock Details XHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-102,130
Closed -$5.25M – 1196
2014
Q3 		$5.25M Buy
+102,130
New +$5.26M 0.09% 245

Other funds holding XHS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CC
Columbia Capital Fullerton, California $91.6M AUM 27.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

United Capital Financial Advisors's XHS Position: Q4 2014 in Review

United Capital Financial Advisors sold out of State Street SPDR S&P Health Care Services ETF (XHS) in Q4 2014, closing a stake of 102,130 shares — an estimated $5.25M sold.

United Capital Financial Advisors first reported a position in XHS in Q3 2014 and held it in 1 quarter. The position peaked at $5.25M in Q3 2014. 25 funds tracked by Wall St. Rank hold XHS as of Q4 2014.

  • United Capital Financial Advisors reported no remaining State Street SPDR S&P Health Care Services ETF position as of Q4 2014 after selling out during the quarter.
  • United Capital Financial Advisors sold 102,130 State Street SPDR S&P Health Care Services ETF shares in Q4 2014, an estimated $5.25M.
  • United Capital Financial Advisors first reported a position in State Street SPDR S&P Health Care Services ETF in Q3 2014 and held it in 1 quarter.
  • United Capital Financial Advisors's State Street SPDR S&P Health Care Services ETF position peaked at $5.25M in Q3 2014.
  • 25 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Services ETF as of Q4 2014.

Based on United Capital Financial Advisors's 13F filing for Q4 2014, filed 13 Feb 2015.