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MYCIO Wealth Partners’s State Street SPDR S&P Retail ETF XRT Stock Holding History

MYCIO Wealth Partners’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
2016
Q4 		– Sell
-64
Closed -$3K – 688
2016
Q3 		$3K Buy
+64
New +$2.83K ﹤0.01% 724

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Citigroup
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BNP Paribas Financial Markets
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MYCIO Wealth Partners's XRT Position: Q4 2016 in Review

MYCIO Wealth Partners sold out of State Street SPDR S&P Retail ETF (XRT) in Q4 2016, closing a stake of 64 shares — an estimated $3K sold.

MYCIO Wealth Partners first reported a position in XRT in Q3 2016 and held it in 1 quarter. The position peaked at $3K in Q3 2016. 113 funds tracked by Wall St. Rank hold XRT as of Q4 2016.

  • MYCIO Wealth Partners reported no remaining State Street SPDR S&P Retail ETF position as of Q4 2016 after selling out during the quarter.
  • MYCIO Wealth Partners sold 64 State Street SPDR S&P Retail ETF shares in Q4 2016, an estimated $3K.
  • MYCIO Wealth Partners first reported a position in State Street SPDR S&P Retail ETF in Q3 2016 and held it in 1 quarter.
  • MYCIO Wealth Partners's State Street SPDR S&P Retail ETF position peaked at $3K in Q3 2016.
  • 113 funds tracked by Wall St. Rank held State Street SPDR S&P Retail ETF as of Q4 2016.

Based on MYCIO Wealth Partners's 13F filing for Q4 2016, filed 1 Feb 2017.