Gradient Investments’s State Street SPDR S&P Transportation ETF XTN Stock Holding History

Gradient Investments’s Portfolio XTN Stock Details XTN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-189	Closed	-$10K	–	929
2017 Q1	$10K	Buy	+189	New	+$10.3K	﹤0.01%	517
2016 Q3	–	Sell	-48	Closed	-$2K	–	787
2016 Q2	$2K	Sell	48 -53	-52%	-$2.37K	﹤0.01%	624
2016 Q1	$5K	Buy	+101	New	+$4.21K	﹤0.01%	544

Other funds holding XTN

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

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

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

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

DWM

Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Gradient Investments's XTN Position: Q2 2017 in Review

Gradient Investments sold out of State Street SPDR S&P Transportation ETF (XTN) in Q2 2017, closing a stake of 189 shares — an estimated $10K sold.

Gradient Investments first reported a position in XTN in Q1 2016 and held it in 3 quarters. The position peaked at $10K in Q1 2017. 59 funds tracked by Wall St. Rank hold XTN as of Q2 2017.

Gradient Investments reported no remaining State Street SPDR S&P Transportation ETF position as of Q2 2017 after selling out during the quarter.
Gradient Investments sold 189 State Street SPDR S&P Transportation ETF shares in Q2 2017, an estimated $10K.
Gradient Investments first reported a position in State Street SPDR S&P Transportation ETF in Q1 2016 and held it in 3 quarters.
Gradient Investments's State Street SPDR S&P Transportation ETF position peaked at $10K in Q1 2017.
59 funds tracked by Wall St. Rank held State Street SPDR S&P Transportation ETF as of Q2 2017.

Based on Gradient Investments's 13F filing for Q2 2017, filed 19 Jul 2017.