Avestar Capital’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Avestar Capital’s Portfolio XLP Stock Details XLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-1,300	Closed	-$75K	–	860
2019 Q2	$75K	Hold	1,300	–	–	0.05%	242
2019 Q1	$72K	Sell	1,300 -683	-34%	-$36.5K	0.05%	238
2018 Q4	$100K	Hold	1,983	–	–	0.07%	185
2018 Q3	$106K	Sell	1,983 -1,000	-34%	-$53.7K	0.06%	191
2018 Q2	$153K	Buy	+2,983	New	+$151K	0.1%	138
2018 Q1	–	Sell	-343	Closed	-$19K	–	961
2017 Q4	$19K	Buy	+343	New	+$18.8K	0.01%	356

Other funds holding XLP

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

SGI

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Avestar Capital's XLP Position: Q3 2019 in Review

Avestar Capital sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2019, closing a stake of 1,300 shares — an estimated $75K sold.

Avestar Capital first reported a position in XLP in Q4 2017 and held it in 6 quarters. The position peaked at $153K in Q2 2018. 693 funds tracked by Wall St. Rank hold XLP as of Q3 2019.

Avestar Capital reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2019 after selling out during the quarter.
Avestar Capital sold 1,300 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2019, an estimated $75K.
Avestar Capital first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2017 and held it in 6 quarters.
Avestar Capital's State Street Consumer Staples Select Sector SPDR ETF position peaked at $153K in Q2 2018.
693 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2019.

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