Bison Wealth’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Bison Wealth’s Portfolio XTL Stock Details XTL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-71	Closed	-$5K	–	399
2019 Q4	$5K	Buy	+71	New	+$4.81K	﹤0.01%	371

Other funds holding XTL

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

LOIM

Liberty One Investment Management Libertyville, Illinois $970M AUM 12.15% 1-Year Est. Return

FMTCOCP

Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $367M AUM 17.86% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bison Wealth's XTL Position: Q1 2020 in Review

Bison Wealth sold out of State Street SPDR S&P Telecom ETF (XTL) in Q1 2020, closing a stake of 71 shares — an estimated $5K sold.

Bison Wealth first reported a position in XTL in Q4 2019 and held it in 1 quarter. The position peaked at $5K in Q4 2019. 33 funds tracked by Wall St. Rank hold XTL as of Q1 2020.

Bison Wealth reported no remaining State Street SPDR S&P Telecom ETF position as of Q1 2020 after selling out during the quarter.
Bison Wealth sold 71 State Street SPDR S&P Telecom ETF shares in Q1 2020, an estimated $5K.
Bison Wealth first reported a position in State Street SPDR S&P Telecom ETF in Q4 2019 and held it in 1 quarter.
Bison Wealth's State Street SPDR S&P Telecom ETF position peaked at $5K in Q4 2019.
33 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q1 2020.

Based on Bison Wealth's 13F filing for Q1 2020, filed 4 May 2020.