WIM
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Windhaven Investment Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Windhaven Investment Management’s Portfolio XLV Stock Details XLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-1,115,585
Closed -$92.2M – 29
2017
Q4 		$92.2M Buy
+1,115,585
New +$92M 1.17% 25

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Windhaven Investment Management's XLV Position: Q1 2018 in Review

Windhaven Investment Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2018, closing a stake of 1,115,585 shares — an estimated $92.2M sold.

Windhaven Investment Management first reported a position in XLV in Q4 2017 and held it in 1 quarter. The position peaked at $92.2M in Q4 2017. 756 funds tracked by Wall St. Rank hold XLV as of Q1 2018.

  • Windhaven Investment Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2018 after selling out during the quarter.
  • Windhaven Investment Management sold 1,115,585 State Street Health Care Select Sector SPDR ETF shares in Q1 2018, an estimated $92.2M.
  • Windhaven Investment Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2017 and held it in 1 quarter.
  • Windhaven Investment Management's State Street Health Care Select Sector SPDR ETF position peaked at $92.2M in Q4 2017.
  • 756 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2018.

Based on Windhaven Investment Management's 13F filing for Q1 2018, filed 11 May 2018.