Janney Montgomery Scott
XTL icon

Janney Montgomery Scott’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Janney Montgomery Scott’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
2017
Q1 		– Sell
-3,023
Closed -$210K – 1815
2016
Q4 		$210K Buy
+3,023
New +$202K ﹤0.01% 1524

Other funds holding XTL

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return

Janney Montgomery Scott's XTL Position: Q1 2017 in Review

Janney Montgomery Scott sold out of State Street SPDR S&P Telecom ETF (XTL) in Q1 2017, closing a stake of 3,023 shares — an estimated $210K sold.

Janney Montgomery Scott first reported a position in XTL in Q4 2016 and held it in 1 quarter. The position peaked at $210K in Q4 2016. 34 funds tracked by Wall St. Rank hold XTL as of Q1 2017.

  • Janney Montgomery Scott reported no remaining State Street SPDR S&P Telecom ETF position as of Q1 2017 after selling out during the quarter.
  • Janney Montgomery Scott sold 3,023 State Street SPDR S&P Telecom ETF shares in Q1 2017, an estimated $210K.
  • Janney Montgomery Scott first reported a position in State Street SPDR S&P Telecom ETF in Q4 2016 and held it in 1 quarter.
  • Janney Montgomery Scott's State Street SPDR S&P Telecom ETF position peaked at $210K in Q4 2016.
  • 34 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q1 2017.

Based on Janney Montgomery Scott's 13F filing for Q1 2017, filed 26 Apr 2017.