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ARS Investment Partners’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

ARS Investment Partners’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
2017
Q2 		– Sell
-3,249
Closed -$231K – 156
2017
Q1 		$231K Buy
+3,249
New +$230K 0.03% 146
2016
Q4 		– Sell
-21,236
Closed -$1.39M – 169
2016
Q3 		$1.39M Buy
21,236
+556
+3% +$34.9K 0.31% 68
2016
Q2 		$1.2M Sell
20,680
-582
-3% -$33.2K 0.27% 69
2016
Q1 		$1.21M Buy
21,262
+3,703
+21% +$195K 0.28% 66
2015
Q4 		$987K Buy
17,559
+115
+0.7% +$6.51K 0.23% 68
2015
Q3 		$923K Sell
17,444
-516
-3% -$28.9K 0.21% 71
2015
Q2 		$1.03M Buy
17,960
+836
+5% +$49.8K 0.19% 72
2015
Q1 		$1M Sell
17,124
-351
-2% -$20.4K 0.19% 69
2014
Q4 		$1.01M Buy
17,475
+554
+3% +$30.9K 0.17% 69
2014
Q3 		$936K Buy
16,921
+779
+5% +$43.8K 0.14% 72
2014
Q2 		$916K Buy
16,142
+704
+5% +$39.1K 0.14% 69
2014
Q1 		$881K Buy
15,438
+6,106
+65% +$344K 0.16% 67
2013
Q4 		$519K Buy
+9,332
New +$494K 0.09% 69

Other funds holding XTL

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WCG
Wall Capital Group Phoenix, Arizona $93.7M AUM

ARS Investment Partners's XTL Position: Q2 2017 in Review

ARS Investment Partners sold out of State Street SPDR S&P Telecom ETF (XTL) in Q2 2017, closing a stake of 3,249 shares — an estimated $231K sold.

ARS Investment Partners first reported a position in XTL in Q4 2013 and held it in 13 quarters. The position peaked at $1.39M in Q3 2016. 33 funds tracked by Wall St. Rank hold XTL as of Q2 2017.

  • ARS Investment Partners reported no remaining State Street SPDR S&P Telecom ETF position as of Q2 2017 after selling out during the quarter.
  • ARS Investment Partners sold 3,249 State Street SPDR S&P Telecom ETF shares in Q2 2017, an estimated $231K.
  • ARS Investment Partners first reported a position in State Street SPDR S&P Telecom ETF in Q4 2013 and held it in 13 quarters.
  • ARS Investment Partners's State Street SPDR S&P Telecom ETF position peaked at $1.39M in Q3 2016.
  • 33 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q2 2017.

Based on ARS Investment Partners's 13F filing for Q2 2017, filed 4 Aug 2017.