Meridian Wealth Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Meridian Wealth Advisors’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-1,040	Closed	-$28K	–	408
2018 Q4	$28K	Buy	+1,040	New	+$28.3K	0.02%	319

Other funds holding XLU

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

SGI

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

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

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

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

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

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

Meridian Wealth Advisors's XLU Position: Q1 2019 in Review

Meridian Wealth Advisors sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2019, closing a stake of 1,040 shares — an estimated $28K sold.

Meridian Wealth Advisors first reported a position in XLU in Q4 2018 and held it in 1 quarter. The position peaked at $28K in Q4 2018. 717 funds tracked by Wall St. Rank hold XLU as of Q1 2019.

Meridian Wealth Advisors reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2019 after selling out during the quarter.
Meridian Wealth Advisors sold 1,040 State Street Utilities Select Sector SPDR ETF shares in Q1 2019, an estimated $28K.
Meridian Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2018 and held it in 1 quarter.
Meridian Wealth Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $28K in Q4 2018.
717 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2019.

Based on Meridian Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.