Lido Advisors’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Lido Advisors’s Portfolio XTL Stock Details XTL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-206,592	Closed	-$14.6M	–	333
2017 Q2	$14.6M	Sell	206,592 -8,630	-4%	-$613K	3.03%	10
2017 Q1	$15.1M	Buy	+215,222	New	+$15.3M	4.18%	7

Other funds holding XTL

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Lido Advisors's XTL Position: Q3 2017 in Review

Lido Advisors sold out of State Street SPDR S&P Telecom ETF (XTL) in Q3 2017, closing a stake of 206,592 shares — an estimated $14.6M sold.

Lido Advisors first reported a position in XTL in Q1 2017 and held it in 2 quarters. The position peaked at $15.1M in Q1 2017. 35 funds tracked by Wall St. Rank hold XTL as of Q3 2017.

Lido Advisors reported no remaining State Street SPDR S&P Telecom ETF position as of Q3 2017 after selling out during the quarter.
Lido Advisors sold 206,592 State Street SPDR S&P Telecom ETF shares in Q3 2017, an estimated $14.6M.
Lido Advisors first reported a position in State Street SPDR S&P Telecom ETF in Q1 2017 and held it in 2 quarters.
Lido Advisors's State Street SPDR S&P Telecom ETF position peaked at $15.1M in Q1 2017.
35 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q3 2017.

Based on Lido Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.