Ameriprise
XTL icon

Ameriprise’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Ameriprise’s Portfolio XTL Stock Details XTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-277
Closed -$15K – 4454
2014
Q3 		$15K Buy
+277
New +$15.6K ﹤0.01% 4629

Other funds holding XTL

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
ACM
Alethea Capital Management Mercer Island, Washington $195M AUM 51.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

Ameriprise's XTL Position: Q4 2014 in Review

Ameriprise sold out of State Street SPDR S&P Telecom ETF (XTL) in Q4 2014, closing a stake of 277 shares — an estimated $15K sold.

Ameriprise first reported a position in XTL in Q3 2014 and held it in 1 quarter. The position peaked at $15K in Q3 2014. 18 funds tracked by Wall St. Rank hold XTL as of Q4 2014.

  • Ameriprise reported no remaining State Street SPDR S&P Telecom ETF position as of Q4 2014 after selling out during the quarter.
  • Ameriprise sold 277 State Street SPDR S&P Telecom ETF shares in Q4 2014, an estimated $15K.
  • Ameriprise first reported a position in State Street SPDR S&P Telecom ETF in Q3 2014 and held it in 1 quarter.
  • Ameriprise's State Street SPDR S&P Telecom ETF position peaked at $15K in Q3 2014.
  • 18 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q4 2014.

Based on Ameriprise's 13F filing for Q4 2014, filed 13 Feb 2015.