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

Northstar 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
2018 Q3	–	Sell	-12,489	Closed	-$1.09M	–	195
2018 Q2	$1.09M	Buy	+12,489	New	+$1.1M	0.54%	60
2017 Q2	–	Sell	-5,487	Closed	-$361K	–	140
2017 Q1	$361K	Buy	+5,487	New	+$364K	0.34%	94

Other funds holding XAR

Citigroup New York $303B AUM 53.02% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

RJFSA

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

RJA

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

Northstar Wealth Partners's XAR Position: Q3 2018 in Review

Northstar Wealth Partners sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q3 2018, closing a stake of 12,489 shares — an estimated $1.09M sold.

Northstar Wealth Partners first reported a position in XAR in Q1 2017 and held it in 2 quarters. The position peaked at $1.09M in Q2 2018. 151 funds tracked by Wall St. Rank hold XAR as of Q3 2018.

Northstar Wealth Partners reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q3 2018 after selling out during the quarter.
Northstar Wealth Partners sold 12,489 State Street SPDR S&P Aerospace & Defense ETF shares in Q3 2018, an estimated $1.09M.
Northstar Wealth Partners first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2017 and held it in 2 quarters.
Northstar Wealth Partners's State Street SPDR S&P Aerospace & Defense ETF position peaked at $1.09M in Q2 2018.
151 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q3 2018.

Based on Northstar Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.