PagnatoKarp Partners’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

PagnatoKarp Partners’s Portfolio XSD Stock Details XSD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-5,548	Closed	-$342K	–	142
2017 Q2	$342K	Sell	5,548 -510	-8%	-$31.5K	0.1%	105
2017 Q1	$365K	Buy	6,058 +943	+18%	+$55.8K	0.11%	92
2016 Q4	$287K	Buy	+5,115	New	+$275K	0.09%	101

Other funds holding XSD

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

RJA

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

RJFSA

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

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

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

RAM

Riggs Asset Management Dallas, Pennsylvania $560M AUM 64.94% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

PagnatoKarp Partners's XSD Position: Q3 2017 in Review

PagnatoKarp Partners sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q3 2017, closing a stake of 5,548 shares — an estimated $342K sold.

PagnatoKarp Partners first reported a position in XSD in Q4 2016 and held it in 3 quarters. The position peaked at $365K in Q1 2017. 56 funds tracked by Wall St. Rank hold XSD as of Q3 2017.

PagnatoKarp Partners reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q3 2017 after selling out during the quarter.
PagnatoKarp Partners sold 5,548 State Street SPDR S&P Semiconductor ETF shares in Q3 2017, an estimated $342K.
PagnatoKarp Partners first reported a position in State Street SPDR S&P Semiconductor ETF in Q4 2016 and held it in 3 quarters.
PagnatoKarp Partners's State Street SPDR S&P Semiconductor ETF position peaked at $365K in Q1 2017.
56 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q3 2017.

Based on PagnatoKarp Partners's 13F filing for Q3 2017, filed 14 Nov 2017.