IHT Wealth Management’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

IHT Wealth Management’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 Q2	–	Sell	-437	Closed	-$30K	–	1400
2018 Q1	$30K	Hold	437	–	–	0.01%	849
2017 Q4	$31K	Hold	437	–	–	0.01%	851
2017 Q3	$31K	Hold	437	–	–	0.01%	650
2017 Q2	$12	Buy	+437	New	+$31K	0.01%	931

Other funds holding XTL

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

WCG

Wall Capital Group Phoenix, Arizona $93.7M AUM

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return

GFPC

Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

IHT Wealth Management's XTL Position: Q2 2018 in Review

IHT Wealth Management sold out of State Street SPDR S&P Telecom ETF (XTL) in Q2 2018, closing a stake of 437 shares — an estimated $30K sold.

IHT Wealth Management first reported a position in XTL in Q2 2017 and held it in 4 quarters. The position peaked at $31K in Q4 2017. 35 funds tracked by Wall St. Rank hold XTL as of Q2 2018.

IHT Wealth Management reported no remaining State Street SPDR S&P Telecom ETF position as of Q2 2018 after selling out during the quarter.
IHT Wealth Management sold 437 State Street SPDR S&P Telecom ETF shares in Q2 2018, an estimated $30K.
IHT Wealth Management first reported a position in State Street SPDR S&P Telecom ETF in Q2 2017 and held it in 4 quarters.
IHT Wealth Management's State Street SPDR S&P Telecom ETF position peaked at $31K in Q4 2017.
35 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.