Avestar Capital’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Avestar Capital’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-2,500	Closed	-$74K	–	861
2019 Q2	$74K	Hold	2,500	–	–	0.05%	245
2019 Q1	$72K	Sell	2,500 -3,086	-55%	-$85.8K	0.05%	239
2018 Q4	$147K	Hold	5,586	–	–	0.1%	126
2018 Q3	$147K	Hold	5,586	–	–	0.09%	152
2018 Q2	$145K	Buy	+5,586	New	+$140K	0.09%	153
2018 Q1	–	Sell	-148	Closed	-$3K	–	962
2017 Q4	$3K	Buy	+148	New	+$4.06K	﹤0.01%	611

Other funds holding XLU

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

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

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SGI

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

Avestar Capital's XLU Position: Q3 2019 in Review

Avestar Capital sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2019, closing a stake of 2,500 shares — an estimated $74K sold.

Avestar Capital first reported a position in XLU in Q4 2017 and held it in 6 quarters. The position peaked at $147K in Q4 2018. 776 funds tracked by Wall St. Rank hold XLU as of Q3 2019.

Avestar Capital reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2019 after selling out during the quarter.
Avestar Capital sold 2,500 State Street Utilities Select Sector SPDR ETF shares in Q3 2019, an estimated $74K.
Avestar Capital first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2017 and held it in 6 quarters.
Avestar Capital's State Street Utilities Select Sector SPDR ETF position peaked at $147K in Q4 2018.
776 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2019.

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