Mariner Independent Advisor Network’s State Street SPDR S&P Retail ETF XRT Stock Holding History

Mariner Independent Advisor Network’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
2018 Q4	–	Sell	-97,388	Closed	-$4.97M	–	373
2018 Q3	$4.97M	Buy	+97,388	New	+$4.94M	0.62%	42
2017 Q2	–	Sell	-31,555	Closed	-$1.33M	–	345
2017 Q1	$1.33M	Buy	+31,555	New	+$1.36M	0.16%	83

Other funds holding XRT

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Mariner Independent Advisor Network's XRT Position: Q4 2018 in Review

Mariner Independent Advisor Network sold out of State Street SPDR S&P Retail ETF (XRT) in Q4 2018, closing a stake of 97,388 shares — an estimated $4.97M sold.

Mariner Independent Advisor Network first reported a position in XRT in Q1 2017 and held it in 2 quarters. The position peaked at $4.97M in Q3 2018. 101 funds tracked by Wall St. Rank hold XRT as of Q4 2018.

Mariner Independent Advisor Network reported no remaining State Street SPDR S&P Retail ETF position as of Q4 2018 after selling out during the quarter.
Mariner Independent Advisor Network sold 97,388 State Street SPDR S&P Retail ETF shares in Q4 2018, an estimated $4.97M.
Mariner Independent Advisor Network first reported a position in State Street SPDR S&P Retail ETF in Q1 2017 and held it in 2 quarters.
Mariner Independent Advisor Network's State Street SPDR S&P Retail ETF position peaked at $4.97M in Q3 2018.
101 funds tracked by Wall St. Rank held State Street SPDR S&P Retail ETF as of Q4 2018.

Based on Mariner Independent Advisor Network's 13F filing for Q4 2018, filed 12 Feb 2019.