Weatherstone Capital Management’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Weatherstone Capital Management’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
2014 Q2	–	Sell	-6,148	Closed	-$288K	–	90
2014 Q1	$288K	Sell	6,148 -27,676	-82%	-$1.31M	0.08%	45
2013 Q4	$1.49M	Buy	+33,824	New	+$1.41M	0.33%	34

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 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

NCM

Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Weatherstone Capital Management's XPH Position: Q2 2014 in Review

Weatherstone Capital Management sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q2 2014, closing a stake of 6,148 shares — an estimated $288K sold.

Weatherstone Capital Management first reported a position in XPH in Q4 2013 and held it in 2 quarters. The position peaked at $1.49M in Q4 2013. 69 funds tracked by Wall St. Rank hold XPH as of Q2 2014.

Weatherstone Capital Management reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q2 2014 after selling out during the quarter.
Weatherstone Capital Management sold 6,148 State Street SPDR S&P Pharmaceuticals ETF shares in Q2 2014, an estimated $288K.
Weatherstone Capital Management first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q4 2013 and held it in 2 quarters.
Weatherstone Capital Management's State Street SPDR S&P Pharmaceuticals ETF position peaked at $1.49M in Q4 2013.
69 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q2 2014.

Based on Weatherstone Capital Management's 13F filing for Q2 2014, filed 23 Jul 2014.