Nelson Capital Management’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Nelson Capital Management’s Portfolio XTL Stock Details XTL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-50	Closed	-$3K	–	347
2019 Q2	$3K	Hold	50	–	–	﹤0.01%	264
2019 Q1	$4K	Hold	50	–	–	﹤0.01%	239
2018 Q4	$3K	Hold	50	–	–	﹤0.01%	253
2018 Q3	$4K	Sell	50 -250	-83%	-$18.7K	﹤0.01%	237
2018 Q2	$22K	Sell	300 -260	-46%	-$18.5K	0.01%	169
2018 Q1	$39K	Sell	560 -570	-50%	-$39.9K	0.01%	143
2017 Q4	$77K	Sell	1,130 -480	-30%	-$33.1K	0.02%	115
2017 Q3	$112K	Buy	+1,610	New	+$113K	0.04%	101

Other funds holding XTL

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Nelson Capital Management's XTL Position: Q3 2019 in Review

Nelson Capital Management sold out of State Street SPDR S&P Telecom ETF (XTL) in Q3 2019, closing a stake of 50 shares — an estimated $3K sold.

Nelson Capital Management first reported a position in XTL in Q3 2017 and held it in 8 quarters. The position peaked at $112K in Q3 2017. 38 funds tracked by Wall St. Rank hold XTL as of Q3 2019.

Nelson Capital Management reported no remaining State Street SPDR S&P Telecom ETF position as of Q3 2019 after selling out during the quarter.
Nelson Capital Management sold 50 State Street SPDR S&P Telecom ETF shares in Q3 2019, an estimated $3K.
Nelson Capital Management first reported a position in State Street SPDR S&P Telecom ETF in Q3 2017 and held it in 8 quarters.
Nelson Capital Management's State Street SPDR S&P Telecom ETF position peaked at $112K in Q3 2017.
38 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q3 2019.

Based on Nelson Capital Management's 13F filing for Q3 2019, filed 8 Nov 2019.