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All Terrain Financial Advisors’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

All Terrain Financial Advisors’s Portfolio XAR Stock Details XAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,888
Closed -$206K – 235
2019
Q4 		$206K Hold
1,888
– – 0.08% 146
2019
Q3 		$202K Buy
+1,888
New +$201K 0.09% 155
2019
Q2 		– Sell
-2,297
Closed -$211K – 258
2019
Q1 		$211K Sell
2,297
-1,738
-43% -$156K 0.1% 155
2018
Q4 		$318K Hold
4,035
– – 0.17% 99
2018
Q3 		$402K Hold
4,035
– – 0.19% 92
2018
Q2 		$352K Sell
4,035
-472
-10% -$41.6K 0.18% 100
2018
Q1 		$392K Buy
+4,507
New +$391K 0.2% 95

Other funds holding XAR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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 $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return