Aevitas Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Aevitas Wealth Management’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-738	Closed	-$21K	–	362
2019 Q1	$21K	Buy	738 +4	+0.5%	+$111	0.02%	253
2018 Q4	$19K	Buy	734 +6	+0.8%	+$163	0.02%	253
2018 Q3	$19K	Buy	728 +8	+1%	+$213	0.02%	297
2018 Q2	$19K	Buy	720 +6	+0.8%	+$151	0.02%	284
2018 Q1	$18K	Buy	714 +4	+0.6%	+$100	0.02%	268
2017 Q4	$19K	Buy	+710	New	+$19.5K	0.02%	263

Other funds holding XLU

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Aevitas Wealth Management's XLU Position: Q2 2019 in Review

Aevitas Wealth Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2019, closing a stake of 738 shares — an estimated $21K sold.

Aevitas Wealth Management first reported a position in XLU in Q4 2017 and held it in 6 quarters. The position peaked at $21K in Q1 2019. 754 funds tracked by Wall St. Rank hold XLU as of Q2 2019.

Aevitas Wealth Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2019 after selling out during the quarter.
Aevitas Wealth Management sold 738 State Street Utilities Select Sector SPDR ETF shares in Q2 2019, an estimated $21K.
Aevitas Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2017 and held it in 6 quarters.
Aevitas Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $21K in Q1 2019.
754 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.