Dixon Mitchell Investment Counsel’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Dixon Mitchell Investment Counsel’s Portfolio XLK Stock Details XLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-10,378	Closed	-$251K	–	64
2016 Q4	$251K	Buy	+10,378	New	+$248K	0.04%	63

Other funds holding XLK

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

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

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

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

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

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

SGI

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Dixon Mitchell Investment Counsel's XLK Position: Q1 2017 in Review

Dixon Mitchell Investment Counsel sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2017, closing a stake of 10,378 shares — an estimated $251K sold.

Dixon Mitchell Investment Counsel first reported a position in XLK in Q4 2016 and held it in 1 quarter. The position peaked at $251K in Q4 2016. 686 funds tracked by Wall St. Rank hold XLK as of Q1 2017.

Dixon Mitchell Investment Counsel reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2017 after selling out during the quarter.
Dixon Mitchell Investment Counsel sold 10,378 State Street Technology Select Sector SPDR ETF shares in Q1 2017, an estimated $251K.
Dixon Mitchell Investment Counsel first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2016 and held it in 1 quarter.
Dixon Mitchell Investment Counsel's State Street Technology Select Sector SPDR ETF position peaked at $251K in Q4 2016.
686 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2017.

Based on Dixon Mitchell Investment Counsel's 13F filing for Q1 2017, filed 17 Jan 2024.