Lee Capital Holdings’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Lee Capital Holdings’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 Q1	–	Sell	-43,441	Closed	-$2.33M	–	77
2019 Q4	$2.33M	Hold	43,441	–	–	2.15%	15
2019 Q3	$2.15M	Buy	43,441 +101	+0.2%	+$5.06K	2.01%	19
2019 Q2	$2.13M	Buy	+43,340	New	+$2.11M	2.28%	17
2018 Q4	–	Sell	-29,902	Closed	-$1.47M	–	65
2018 Q3	$1.47M	Buy	+29,902	New	+$1.48M	1.05%	36

Other funds holding XLC

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

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

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

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

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Lee Capital Holdings's XLC Position: Q1 2020 in Review

Lee Capital Holdings sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2020, closing a stake of 43,441 shares — an estimated $2.33M sold.

Lee Capital Holdings first reported a position in XLC in Q3 2018 and held it in 4 quarters. The position peaked at $2.33M in Q4 2019. 395 funds tracked by Wall St. Rank hold XLC as of Q1 2020.

Lee Capital Holdings reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
Lee Capital Holdings sold 43,441 State Street Communication Services Select Sector SPDR ETF shares in Q1 2020, an estimated $2.33M.
Lee Capital Holdings first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2018 and held it in 4 quarters.
Lee Capital Holdings's State Street Communication Services Select Sector SPDR ETF position peaked at $2.33M in Q4 2019.
395 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2020.

Based on Lee Capital Holdings's 13F filing for Q1 2020, filed 14 May 2020.