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Pacific Financial Group’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Pacific Financial Group’s Portfolio XLC Stock Details XLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-11,365
Closed -$675K – 131
2020
Q3 		$675K Buy
+11,365
New +$673K 0.53% 44

Other funds holding XLC

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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Pacific Financial Group's XLC Position: Q4 2020 in Review

Pacific Financial Group sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q4 2020, closing a stake of 11,365 shares — an estimated $675K sold.

Pacific Financial Group first reported a position in XLC in Q3 2020 and held it in 1 quarter. The position peaked at $675K in Q3 2020. 553 funds tracked by Wall St. Rank hold XLC as of Q4 2020.

  • Pacific Financial Group reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q4 2020 after selling out during the quarter.
  • Pacific Financial Group sold 11,365 State Street Communication Services Select Sector SPDR ETF shares in Q4 2020, an estimated $675K.
  • Pacific Financial Group first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2020 and held it in 1 quarter.
  • Pacific Financial Group's State Street Communication Services Select Sector SPDR ETF position peaked at $675K in Q3 2020.
  • 553 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2020.

Based on Pacific Financial Group's 13F filing for Q4 2020, filed 12 Jan 2021.