Avantax Planning Partners’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Avantax Planning Partners’s Portfolio XLC Stock Details XLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-89	Closed	-$4K	–	1215
2018 Q3	$4K	Buy	+89	New	+$4.4K	﹤0.01%	1203

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Avantax Planning Partners's XLC Position: Q4 2018 in Review

Avantax Planning Partners sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q4 2018, closing a stake of 89 shares — an estimated $4K sold.

Avantax Planning Partners first reported a position in XLC in Q3 2018 and held it in 1 quarter. The position peaked at $4K in Q3 2018. 256 funds tracked by Wall St. Rank hold XLC as of Q4 2018.

Avantax Planning Partners reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 89 State Street Communication Services Select Sector SPDR ETF shares in Q4 2018, an estimated $4K.
Avantax Planning Partners first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2018 and held it in 1 quarter.
Avantax Planning Partners's State Street Communication Services Select Sector SPDR ETF position peaked at $4K in Q3 2018.
256 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.