Integrated Wealth Management (Palm Desert)’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
Sell
-81
Closed -$4K 1029
2016
Q3
$4K Buy
+81
New +$4.01K ﹤0.01% 966

Other funds holding XSD

Integrated Wealth Management (Palm Desert)'s XSD Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q4 2016, closing a stake of 81 shares — an estimated $4K sold.

Integrated Wealth Management (Palm Desert) first reported a position in XSD in Q3 2016 and held it in 1 quarter. The position peaked at $4K in Q3 2016. 56 funds tracked by Wall St. Rank hold XSD as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 81 State Street SPDR S&P Semiconductor ETF shares in Q4 2016, an estimated $4K.
  • Integrated Wealth Management (Palm Desert) first reported a position in State Street SPDR S&P Semiconductor ETF in Q3 2016 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s State Street SPDR S&P Semiconductor ETF position peaked at $4K in Q3 2016.
  • 56 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.