Avestar Capital’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Avestar Capital’s Portfolio XLB Stock Details XLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-2,520	Closed	-$73K	–	856
2019 Q2	$73K	Hold	2,520	–	–	0.05%	246
2019 Q1	$69K	Sell	2,520 -2,602	-51%	-$70.2K	0.05%	244
2018 Q4	$129K	Hold	5,122	–	–	0.09%	143
2018 Q3	$148K	Hold	5,122	–	–	0.09%	150
2018 Q2	$148K	Buy	+5,122	New	+$150K	0.09%	148
2018 Q1	–	Sell	-70	Closed	-$2K	–	959
2017 Q4	$2K	Buy	+70	New	+$2.06K	﹤0.01%	656

Other funds holding XLB

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SGI

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Avestar Capital's XLB Position: Q3 2019 in Review

Avestar Capital sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q3 2019, closing a stake of 2,520 shares — an estimated $73K sold.

Avestar Capital first reported a position in XLB in Q4 2017 and held it in 6 quarters. The position peaked at $148K in Q3 2018. 445 funds tracked by Wall St. Rank hold XLB as of Q3 2019.

Avestar Capital reported no remaining State Street Materials Select Sector SPDR ETF position as of Q3 2019 after selling out during the quarter.
Avestar Capital sold 2,520 State Street Materials Select Sector SPDR ETF shares in Q3 2019, an estimated $73K.
Avestar Capital first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2017 and held it in 6 quarters.
Avestar Capital's State Street Materials Select Sector SPDR ETF position peaked at $148K in Q3 2018.
445 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2019.

Based on Avestar Capital's 13F filing for Q3 2019, filed 14 Nov 2019.