Consolidated Capital Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Consolidated Capital 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
2020 Q1	–	Sell	-4,911	Closed	-$263K	–	44
2019 Q4	$263K	Buy	+4,911	New	+$253K	0.18%	36
2019 Q1	–	Sell	-11,603	Closed	-$479K	–	45
2018 Q4	$479K	Buy	+11,603	New	+$520K	0.39%	35

Other funds holding XLC

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

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

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

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

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

SGI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Consolidated Capital Management's XLC Position: Q1 2020 in Review

Consolidated Capital Management sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2020, closing a stake of 4,911 shares — an estimated $263K sold.

Consolidated Capital Management first reported a position in XLC in Q4 2018 and held it in 2 quarters. The position peaked at $479K in Q4 2018. 395 funds tracked by Wall St. Rank hold XLC as of Q1 2020.

Consolidated Capital Management reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
Consolidated Capital Management sold 4,911 State Street Communication Services Select Sector SPDR ETF shares in Q1 2020, an estimated $263K.
Consolidated Capital Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2018 and held it in 2 quarters.
Consolidated Capital Management's State Street Communication Services Select Sector SPDR ETF position peaked at $479K in Q4 2018.
395 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2020.

Based on Consolidated Capital Management's 13F filing for Q1 2020, filed 23 Apr 2020.