Keebeck Wealth Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Keebeck Wealth Management’s Portfolio XLC Stock Details XLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-2,408	Closed	-$130K	–	367
2020 Q2	$130K	Buy	+2,408	New	+$124K	0.04%	174
2020 Q1	–	Sell	-2,408	Closed	-$129K	–	332
2019 Q4	$129K	Buy	+2,408	New	+$124K	0.04%	170

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Keebeck Wealth Management's XLC Position: Q3 2020 in Review

Keebeck Wealth Management sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q3 2020, closing a stake of 2,408 shares — an estimated $130K sold.

Keebeck Wealth Management first reported a position in XLC in Q4 2019 and held it in 2 quarters. The position peaked at $130K in Q2 2020. 482 funds tracked by Wall St. Rank hold XLC as of Q3 2020.

Keebeck Wealth Management reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q3 2020 after selling out during the quarter.
Keebeck Wealth Management sold 2,408 State Street Communication Services Select Sector SPDR ETF shares in Q3 2020, an estimated $130K.
Keebeck Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2019 and held it in 2 quarters.
Keebeck Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $130K in Q2 2020.
482 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2020.

Based on Keebeck Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.