Genovese Burford & Brothers Wealth & Retirement Plan Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan Management’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	-1,248	Closed	-$43K	–	384
2018 Q2	$43K	Hold	1,248	–	–	0.02%	189
2018 Q1	$41K	Hold	1,248	–	–	0.01%	189
2017 Q4	$43K	Buy	1,248 +1,040	+500%	+$32.6K	0.11%	99
2017 Q3	$6K	Buy	+208	New	+$5.99K	﹤0.01%	323

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

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

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

Rafferty Asset Management New York $24.6B AUM 47.06% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Genovese Burford & Brothers Wealth & Retirement Plan Management's XLK Position: Q3 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q3 2018, closing a stake of 1,248 shares — an estimated $43K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in XLK in Q3 2017 and held it in 4 quarters. The position peaked at $43K in Q2 2018. 867 funds tracked by Wall St. Rank hold XLK as of Q3 2018.

Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining State Street Technology Select Sector SPDR ETF position as of Q3 2018 after selling out during the quarter.
Genovese Burford & Brothers Wealth & Retirement Plan Management sold 1,248 State Street Technology Select Sector SPDR ETF shares in Q3 2018, an estimated $43K.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2017 and held it in 4 quarters.
Genovese Burford & Brothers Wealth & Retirement Plan Management's State Street Technology Select Sector SPDR ETF position peaked at $43K in Q2 2018.
867 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2018, filed 13 Nov 2018.