WRM
XPH icon

Westport Resources Management’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Westport Resources 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
2016
Q1 		– Sell
-794
Closed -$41K – 853
2015
Q4 		$41K Hold
794
– – 0.01% 494
2015
Q3 		$37K Sell
794
-286
-26% -$17.2K 0.01% 514
2015
Q2 		$67K Hold
1,080
– – 0.02% 447
2015
Q1 		$67K Hold
1,080
– – 0.02% 469
2014
Q4 		$58K Hold
1,080
– – 0.02% 510
2014
Q3 		$57K Hold
1,080
– – 0.02% 524
2014
Q2 		$56K Hold
1,080
– – 0.02% 531
2014
Q1 		$51K Hold
1,080
– – 0.01% 565
2013
Q4 		$48K Hold
1,080
– – 0.01% 577
2013
Q3 		$42K Hold
1,080
– – 0.01% 572
2013
Q2 		$38K Buy
+1,080
New +$36.5K 0.01% 569

Other funds holding XPH

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return