MYCIO Wealth Partners’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

MYCIO Wealth Partners’s Portfolio XAR Stock Details XAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-6,178	Closed	-$674K	–	415
2019 Q4	$674K	Buy	6,178 +5,438	+735%	+$587K	0.04%	166
2019 Q3	$79K	Buy	740 +702	+1,847%	+$74.5K	0.01%	340
2019 Q2	$4K	Buy	+38	New	+$3.71K	﹤0.01%	400

Other funds holding XAR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

MYCIO Wealth Partners's XAR Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q1 2020, closing a stake of 6,178 shares — an estimated $674K sold.

MYCIO Wealth Partners first reported a position in XAR in Q2 2019 and held it in 3 quarters. The position peaked at $674K in Q4 2019. 183 funds tracked by Wall St. Rank hold XAR as of Q1 2020.

MYCIO Wealth Partners reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q1 2020 after selling out during the quarter.
MYCIO Wealth Partners sold 6,178 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2020, an estimated $674K.
MYCIO Wealth Partners first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2019 and held it in 3 quarters.
MYCIO Wealth Partners's State Street SPDR S&P Aerospace & Defense ETF position peaked at $674K in Q4 2019.
183 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.