JFS Wealth Advisors’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-729	Closed	-$62K	–	539
2019 Q2	$62K	Buy	+729	New	+$59.6K	0.02%	228

Other funds holding XSD

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

BCM

Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 1-Year Est. Return

MIG

McGuire Investment Group Wakefield, Rhode Island $885M AUM 47.78% 1-Year Est. Return

JFS Wealth Advisors's XSD Position: Q3 2019 in Review

JFS Wealth Advisors sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q3 2019, closing a stake of 729 shares — an estimated $62K sold.

JFS Wealth Advisors first reported a position in XSD in Q2 2019 and held it in 1 quarter. The position peaked at $62K in Q2 2019. 66 funds tracked by Wall St. Rank hold XSD as of Q3 2019.

JFS Wealth Advisors reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q3 2019 after selling out during the quarter.
JFS Wealth Advisors sold 729 State Street SPDR S&P Semiconductor ETF shares in Q3 2019, an estimated $62K.
JFS Wealth Advisors first reported a position in State Street SPDR S&P Semiconductor ETF in Q2 2019 and held it in 1 quarter.
JFS Wealth Advisors's State Street SPDR S&P Semiconductor ETF position peaked at $62K in Q2 2019.
66 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q3 2019.

Based on JFS Wealth Advisors's 13F filing for Q3 2019, filed 31 Oct 2019.