MPA
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Marvin & Palmer Associates’s State Street SPDR S&P Retail ETF XRT Stock Holding History

Marvin & Palmer Associates’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
-118,897
Closed -$6.07M – 35
2018
Q3 		$6.07M Buy
+118,897
New +$6.03M 4.6% 6

Other funds holding XRT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
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

Marvin & Palmer Associates's XRT Position: Q4 2018 in Review

Marvin & Palmer Associates sold out of State Street SPDR S&P Retail ETF (XRT) in Q4 2018, closing a stake of 118,897 shares — an estimated $6.07M sold.

Marvin & Palmer Associates first reported a position in XRT in Q3 2018 and held it in 1 quarter. The position peaked at $6.07M in Q3 2018. 101 funds tracked by Wall St. Rank hold XRT as of Q4 2018.

  • Marvin & Palmer Associates reported no remaining State Street SPDR S&P Retail ETF position as of Q4 2018 after selling out during the quarter.
  • Marvin & Palmer Associates sold 118,897 State Street SPDR S&P Retail ETF shares in Q4 2018, an estimated $6.07M.
  • Marvin & Palmer Associates first reported a position in State Street SPDR S&P Retail ETF in Q3 2018 and held it in 1 quarter.
  • Marvin & Palmer Associates's State Street SPDR S&P Retail ETF position peaked at $6.07M in Q3 2018.
  • 101 funds tracked by Wall St. Rank held State Street SPDR S&P Retail ETF as of Q4 2018.

Based on Marvin & Palmer Associates's 13F filing for Q4 2018, filed 12 Feb 2019.