EFG Asset Management (Americas)’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

EFG Asset Management (Americas)’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
2018 Q3	–	Sell	-36,054	Closed	-$1.25M	–	123
2018 Q2	$1.25M	Buy	+36,054	New	+$1.24M	0.38%	73
2015 Q2	–	Sell	-1,000	Closed	-$21K	–	151
2015 Q1	$21K	Sell	1,000 -1,000	-50%	-$20.8K	0.02%	126
2014 Q4	$41K	Buy	+2,000	New	+$40.5K	0.03%	150
2014 Q2	–	Sell	-1,834	Closed	-$33K	–	145
2014 Q1	$33K	Buy	+1,834	New	+$32.8K	0.03%	99

Other funds holding XLK

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

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

SGI

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

EFG Asset Management (Americas)'s XLK Position: Q3 2018 in Review

EFG Asset Management (Americas) sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q3 2018, closing a stake of 36,054 shares — an estimated $1.25M sold.

EFG Asset Management (Americas) first reported a position in XLK in Q1 2014 and held it in 4 quarters. The position peaked at $1.25M in Q2 2018. 866 funds tracked by Wall St. Rank hold XLK as of Q3 2018.

EFG Asset Management (Americas) reported no remaining State Street Technology Select Sector SPDR ETF position as of Q3 2018 after selling out during the quarter.
EFG Asset Management (Americas) sold 36,054 State Street Technology Select Sector SPDR ETF shares in Q3 2018, an estimated $1.25M.
EFG Asset Management (Americas) first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2014 and held it in 4 quarters.
EFG Asset Management (Americas)'s State Street Technology Select Sector SPDR ETF position peaked at $1.25M in Q2 2018.
866 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2018.

Based on EFG Asset Management (Americas)'s 13F filing for Q3 2018, filed 9 Oct 2018.