American Economic Planning Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

American Economic Planning Group’s Portfolio XLK Stock Details XLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-7,988	Closed	-$301K	–	86
2018 Q3	$301K	Sell	7,988 -940	-11%	-$34.5K	0.11%	51
2018 Q2	$310K	Buy	8,928 +30	+0.3%	+$1.03K	0.11%	55
2018 Q1	$291K	Sell	8,898 -222	-2%	-$7.46K	0.11%	66
2017 Q4	$292K	Buy	9,120 +32	+0.4%	+$1K	0.11%	64
2017 Q3	$269K	Buy	9,088 +34	+0.4%	+$980	0.1%	60
2017 Q2	$248K	Sell	9,054 -678	-7%	-$18.7K	0.1%	64
2017 Q1	$259K	Buy	9,732 +38	+0.4%	+$979	0.1%	61
2016 Q4	$234K	Sell	9,694 -3,130	-24%	-$74.7K	0.1%	50
2016 Q3	$306K	Buy	12,824 +3,246	+34%	+$75.4K	0.12%	43
2016 Q2	$208K	Buy	9,578 +48	+0.5%	+$1.04K	0.08%	56
2016 Q1	$211K	Buy	9,530 +48	+0.5%	+$992	0.09%	53
2015 Q4	$203K	Buy	+9,482	New	+$204K	0.08%	49

Other funds holding XLK

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

SGI

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

American Economic Planning Group's XLK Position: Q4 2018 in Review

American Economic Planning Group sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2018, closing a stake of 7,988 shares — an estimated $301K sold.

American Economic Planning Group first reported a position in XLK in Q4 2015 and held it in 12 quarters. The position peaked at $310K in Q2 2018. 902 funds tracked by Wall St. Rank hold XLK as of Q4 2018.

American Economic Planning Group reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2018 after selling out during the quarter.
American Economic Planning Group sold 7,988 State Street Technology Select Sector SPDR ETF shares in Q4 2018, an estimated $301K.
American Economic Planning Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2015 and held it in 12 quarters.
American Economic Planning Group's State Street Technology Select Sector SPDR ETF position peaked at $310K in Q2 2018.
902 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2018.

Based on American Economic Planning Group's 13F filing for Q4 2018, filed 14 Jan 2019.