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

JOYN 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
2019 Q1	–	Sell	-98	Closed	-$4K	–	1454
2018 Q4	$4K	Hold	98	–	–	﹤0.01%	1346
2018 Q3	$5K	Buy	+98	New	+$4.97K	﹤0.01%	1221

Other funds holding XRT

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

Barclays London, United Kingdom $416B AUM 33.63% 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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

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

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

JOYN Advisors's XRT Position: Q1 2019 in Review

JOYN Advisors sold out of State Street SPDR S&P Retail ETF (XRT) in Q1 2019, closing a stake of 98 shares — an estimated $4K sold.

JOYN Advisors first reported a position in XRT in Q3 2018 and held it in 2 quarters. The position peaked at $5K in Q3 2018. 102 funds tracked by Wall St. Rank hold XRT as of Q1 2019.

JOYN Advisors reported no remaining State Street SPDR S&P Retail ETF position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 98 State Street SPDR S&P Retail ETF shares in Q1 2019, an estimated $4K.
JOYN Advisors first reported a position in State Street SPDR S&P Retail ETF in Q3 2018 and held it in 2 quarters.
JOYN Advisors's State Street SPDR S&P Retail ETF position peaked at $5K in Q3 2018.
102 funds tracked by Wall St. Rank held State Street SPDR S&P Retail ETF as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.