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

Ancora Advisors’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
2018
Q4 		– Sell
-221
Closed -$17K – 1205
2018
Q3 		$17K Buy
+221
New +$16.5K ﹤0.01% 1105

Other funds holding XTL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FFG
Frisch Financial Group Melville, New York $478M AUM 16.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ancora Advisors's XTL Position: Q4 2018 in Review

Ancora Advisors sold out of State Street SPDR S&P Telecom ETF (XTL) in Q4 2018, closing a stake of 221 shares — an estimated $17K sold.

Ancora Advisors first reported a position in XTL in Q3 2018 and held it in 1 quarter. The position peaked at $17K in Q3 2018. 40 funds tracked by Wall St. Rank hold XTL as of Q4 2018.

  • Ancora Advisors reported no remaining State Street SPDR S&P Telecom ETF position as of Q4 2018 after selling out during the quarter.
  • Ancora Advisors sold 221 State Street SPDR S&P Telecom ETF shares in Q4 2018, an estimated $17K.
  • Ancora Advisors first reported a position in State Street SPDR S&P Telecom ETF in Q3 2018 and held it in 1 quarter.
  • Ancora Advisors's State Street SPDR S&P Telecom ETF position peaked at $17K in Q3 2018.
  • 40 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q4 2018.

Based on Ancora Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.