Global Financial Private Capital’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Global Financial Private Capital’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
2018 Q4	–	Sell	-7,801	Closed	-$595K	–	527
2018 Q3	$595K	Sell	7,801 -2,434	-24%	-$182K	0.02%	356
2018 Q2	$740K	Sell	10,235 -511	-5%	-$36.4K	0.03%	311
2018 Q1	$740K	Buy	10,746 +2,774	+35%	+$194K	0.03%	296
2017 Q4	$545K	Buy	+7,972	New	+$549K	0.02%	330

Other funds holding XTL

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FFG

Frisch Financial Group Melville, New York $478M AUM 16.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

RJFSA

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

Global Financial Private Capital's XTL Position: Q4 2018 in Review

Global Financial Private Capital sold out of State Street SPDR S&P Telecom ETF (XTL) in Q4 2018, closing a stake of 7,801 shares — an estimated $595K sold.

Global Financial Private Capital first reported a position in XTL in Q4 2017 and held it in 4 quarters. The position peaked at $740K in Q2 2018. 40 funds tracked by Wall St. Rank hold XTL as of Q4 2018.

Global Financial Private Capital reported no remaining State Street SPDR S&P Telecom ETF position as of Q4 2018 after selling out during the quarter.
Global Financial Private Capital sold 7,801 State Street SPDR S&P Telecom ETF shares in Q4 2018, an estimated $595K.
Global Financial Private Capital first reported a position in State Street SPDR S&P Telecom ETF in Q4 2017 and held it in 4 quarters.
Global Financial Private Capital's State Street SPDR S&P Telecom ETF position peaked at $740K in Q2 2018.
40 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q4 2018.

Based on Global Financial Private Capital's 13F filing for Q4 2018, filed 5 Feb 2019.