EDELMAN FINANCIAL GROUP INC. XLV Holdings History
EDELMAN FINANCIAL GROUP INC.'s Health Care Select Sector SPDR Holding Summary
As of 2015-12-31, EDELMAN FINANCIAL GROUP INC. held 202,124.00 shares of Health Care Select Sector SPDR(XLV), totaling $14.56 Mil. This investment constitutes 2.18% of their stock portfolio, and EDELMAN FINANCIAL GROUP INC. now holds 0.07% of the outstanding Health Care Select Sector SPDR(XLV) stock.
The initial trade took place in 2014Q1. And since then EDELMAN FINANCIAL GROUP INC. has made 5 purchases of XLV, at an average price of $65.58, for a total of 221,621.00 shares. In addition, there have been 2 sales at an average price of $59.02 for 19,497.00 shares. Based on historical transaction data and XLV's current price of $131.84, EDELMAN FINANCIAL GROUP INC.'s estimated gain on his XLV holdings is $13.27 Mil, reflecting a 91.28% gain to date.
EDELMAN FINANCIAL GROUP INC. XLV ($131.84) Holding Chart
EDELMAN FINANCIAL GROUP INC. XLV ($131.84) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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