Baldwin Investment Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Baldwin Investment Management’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
2019 Q3	–	Sell	-4,530	Closed	-$223K	–	169
2019 Q2	$223K	Sell	4,530 -1,370	-23%	-$66.6K	0.06%	155
2019 Q1	$276K	Sell	5,900 -30	-0.5%	-$1.37K	0.08%	140
2018 Q4	$245K	Buy	5,930 +1,330	+29%	+$59.6K	0.08%	138
2018 Q3	$225K	Buy	+4,600	New	+$227K	0.06%	156

Other funds holding XLC

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

SGI

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

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

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baldwin Investment Management's XLC Position: Q3 2019 in Review

Baldwin Investment Management sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q3 2019, closing a stake of 4,530 shares — an estimated $223K sold.

Baldwin Investment Management first reported a position in XLC in Q3 2018 and held it in 4 quarters. The position peaked at $276K in Q1 2019. 344 funds tracked by Wall St. Rank hold XLC as of Q3 2019.

Baldwin Investment Management reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q3 2019 after selling out during the quarter.
Baldwin Investment Management sold 4,530 State Street Communication Services Select Sector SPDR ETF shares in Q3 2019, an estimated $223K.
Baldwin Investment Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2018 and held it in 4 quarters.
Baldwin Investment Management's State Street Communication Services Select Sector SPDR ETF position peaked at $276K in Q1 2019.
344 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2019.

Based on Baldwin Investment Management's 13F filing for Q3 2019, filed 13 Nov 2019.