United Capital Financial Advisors’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

United Capital Financial Advisors’s Portfolio XPH Stock Details XPH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-77,674	Closed	-$4.84M	–	1326
2015 Q2	$4.84M	Sell	77,674 -13,304	-15%	-$829K	0.06%	344
2015 Q1	$5.33M	Buy	90,978 +32,168	+55%	+$1.91M	0.07%	317
2014 Q4	$3.17M	Buy	58,810 +8,634	+17%	+$472K	0.05%	366
2014 Q3	$2.66M	Buy	50,176 +10,412	+26%	+$529K	0.05%	370
2014 Q2	$2.06M	Buy	+39,764	New	+$1.92M	0.04%	409

Other funds holding XPH

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

PVH

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Hoxton Financial Shepherdstown, West Virginia $194M AUM 6.21% 1-Year Est. Return

United Capital Financial Advisors's XPH Position: Q3 2015 in Review

United Capital Financial Advisors sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q3 2015, closing a stake of 77,674 shares — an estimated $4.84M sold.

United Capital Financial Advisors first reported a position in XPH in Q2 2014 and held it in 5 quarters. The position peaked at $5.33M in Q1 2015. 77 funds tracked by Wall St. Rank hold XPH as of Q3 2015.

United Capital Financial Advisors reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q3 2015 after selling out during the quarter.
United Capital Financial Advisors sold 77,674 State Street SPDR S&P Pharmaceuticals ETF shares in Q3 2015, an estimated $4.84M.
United Capital Financial Advisors first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q2 2014 and held it in 5 quarters.
United Capital Financial Advisors's State Street SPDR S&P Pharmaceuticals ETF position peaked at $5.33M in Q1 2015.
77 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q3 2015.

Based on United Capital Financial Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.