JFS Wealth Advisors’s State Street SPDR S&P Retail ETF XRT Stock Holding History

JFS Wealth Advisors’s Portfolio XRT Stock Details XRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-1,034	Closed	-$53K	–	548
2018 Q3	$53K	Hold	1,034	–	–	0.01%	241
2018 Q2	$50K	Hold	1,034	–	–	0.01%	243
2018 Q1	$46K	Hold	1,034	–	–	0.01%	252
2017 Q4	$47K	Hold	1,034	–	–	0.01%	260
2017 Q3	$43K	Hold	1,034	–	–	0.01%	255
2017 Q2	$42K	Hold	1,034	–	–	0.01%	235
2017 Q1	$46K	Hold	1,034	–	–	0.01%	228
2016 Q4	$46K	Hold	1,034	–	–	0.01%	228
2016 Q3	$45K	Hold	1,034	–	–	0.01%	251
2016 Q2	$43K	Sell	1,034 -149	-13%	-$6.4K	0.01%	272
2016 Q1	$55K	Hold	1,183	–	–	0.02%	227
2015 Q4	$51K	Buy	+1,183	New	+$52.9K	0.01%	249

Other funds holding XRT

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

JFS Wealth Advisors's XRT Position: Q4 2018 in Review

JFS Wealth Advisors sold out of State Street SPDR S&P Retail ETF (XRT) in Q4 2018, closing a stake of 1,034 shares — an estimated $53K sold.

JFS Wealth Advisors first reported a position in XRT in Q4 2015 and held it in 12 quarters. The position peaked at $55K in Q1 2016. 101 funds tracked by Wall St. Rank hold XRT as of Q4 2018.

JFS Wealth Advisors reported no remaining State Street SPDR S&P Retail ETF position as of Q4 2018 after selling out during the quarter.
JFS Wealth Advisors sold 1,034 State Street SPDR S&P Retail ETF shares in Q4 2018, an estimated $53K.
JFS Wealth Advisors first reported a position in State Street SPDR S&P Retail ETF in Q4 2015 and held it in 12 quarters.
JFS Wealth Advisors's State Street SPDR S&P Retail ETF position peaked at $55K in Q1 2016.
101 funds tracked by Wall St. Rank held State Street SPDR S&P Retail ETF as of Q4 2018.

Based on JFS Wealth Advisors's 13F filing for Q4 2018, filed 28 Jan 2019.