Partnervest Advisory Services’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Partnervest Advisory Services’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 Q3	$2.69M	Buy	45,317 +13,336	+42%	+$790K	0.85%	17
2020 Q2	$1.73M	Sell	31,981 -7,701	-19%	-$395K	0.65%	24
2020 Q1	$1.76M	Buy	+39,682	New	+$2.05M	0.79%	20
2019 Q4	–	Sell	-5,872	Closed	-$291K	–	280
2019 Q3	$291K	Sell	5,872 -1,713	-23%	-$85.8K	0.1%	174
2019 Q2	$374K	Buy	7,585 +1,518	+25%	+$73.8K	0.15%	118
2019 Q1	$284K	Buy	+6,067	New	+$276K	0.12%	159

Other funds holding XLC

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Partnervest Advisory Services's XLC Position: Q3 2020 in Review

Partnervest Advisory Services increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 42% in Q3 2020, buying an estimated $790K and bringing the position to 45,317 shares worth $2.69M. The position accounts for 0.85% of the portfolio, ranked #17.

Partnervest Advisory Services first reported a position in XLC in Q1 2019 and has held it in 6 quarters since. 482 funds tracked by Wall St. Rank hold XLC as of Q3 2020.

Partnervest Advisory Services held 45,317 shares of State Street Communication Services Select Sector SPDR ETF worth $2.69M as of Q3 2020.
Partnervest Advisory Services bought 13,336 State Street Communication Services Select Sector SPDR ETF shares in Q3 2020, an estimated $790K.
State Street Communication Services Select Sector SPDR ETF made up 0.85% of Partnervest Advisory Services's portfolio in Q3 2020, its #17 holding.
Partnervest Advisory Services first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2019 and has held it in 6 quarters since.
482 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.