Advantage Investment Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Advantage Investment Management’s Portfolio XLC Stock Details XLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	$479K	Sell	9,681 -147	-1%	-$7.36K	0.37%	48
2019 Q2	$484K	Buy	9,828 +350	+4%	+$17K	0.37%	44
2019 Q1	$443K	Sell	9,478 -50	-0.5%	-$2.28K	0.35%	53
2018 Q4	$393K	Buy	9,528 +5,674	+147%	+$254K	0.3%	62
2018 Q3	$189K	Buy	+3,854	New	+$190K	0.12%	139

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Advantage Investment Management's XLC Position: Q3 2019 in Review

Advantage Investment Management reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 1.5% in Q3 2019, selling an estimated $7.36K and leaving 9,681 shares worth $479K. The position accounts for 0.37% of the portfolio, ranked #48.

Advantage Investment Management first reported a position in XLC in Q3 2018 and has held it in 5 quarters since. The position peaked at $484K in Q2 2019. 344 funds tracked by Wall St. Rank hold XLC as of Q3 2019.

Advantage Investment Management held 9,681 shares of State Street Communication Services Select Sector SPDR ETF worth $479K as of Q3 2019.
Advantage Investment Management sold 147 State Street Communication Services Select Sector SPDR ETF shares in Q3 2019, an estimated $7.36K.
State Street Communication Services Select Sector SPDR ETF made up 0.37% of Advantage Investment Management's portfolio in Q3 2019, its #48 holding.
Advantage Investment Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2018 and has held it in 5 quarters since.
Advantage Investment Management's State Street Communication Services Select Sector SPDR ETF position peaked at $484K in Q2 2019.
344 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.