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WealthSource Partners’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

WealthSource Partners’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
2018
Q4 		– Sell
-2,646
Closed -$232K – 350
2018
Q3 		$232K Buy
+2,646
New +$221K 0.06% 269

Other funds holding XHE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BHB
Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 1-Year Est. Return

WealthSource Partners's XHE Position: Q4 2018 in Review

WealthSource Partners sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q4 2018, closing a stake of 2,646 shares — an estimated $232K sold.

WealthSource Partners first reported a position in XHE in Q3 2018 and held it in 1 quarter. The position peaked at $232K in Q3 2018. 89 funds tracked by Wall St. Rank hold XHE as of Q4 2018.

  • WealthSource Partners reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q4 2018 after selling out during the quarter.
  • WealthSource Partners sold 2,646 State Street SPDR S&P Health Care Equipment ETF shares in Q4 2018, an estimated $232K.
  • WealthSource Partners first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q3 2018 and held it in 1 quarter.
  • WealthSource Partners's State Street SPDR S&P Health Care Equipment ETF position peaked at $232K in Q3 2018.
  • 89 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q4 2018.

Based on WealthSource Partners's 13F filing for Q4 2018, filed 6 Feb 2019.