Patten Group’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Patten Group’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 Q1	–	Sell	-704	Closed	-$44K	–	555
2018 Q4	$44K	Hold	704	–	–	0.02%	298
2018 Q3	$54K	Sell	704 -136	-16%	-$10.2K	0.02%	313
2018 Q2	$61K	Buy	840 +100	+14%	+$7.13K	0.02%	301
2018 Q1	$51K	Hold	740	–	–	0.02%	321
2017 Q4	$51K	Hold	740	–	–	0.02%	336
2017 Q3	$52K	Sell	740 -8	-1%	-$562	0.02%	322
2017 Q2	$53K	Buy	+748	New	+$53.1K	0.02%	316

Other funds holding XTL

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

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

RJFSA

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

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

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

Patten Group's XTL Position: Q1 2019 in Review

Patten Group sold out of State Street SPDR S&P Telecom ETF (XTL) in Q1 2019, closing a stake of 704 shares — an estimated $44K sold.

Patten Group first reported a position in XTL in Q2 2017 and held it in 7 quarters. The position peaked at $61K in Q2 2018. 43 funds tracked by Wall St. Rank hold XTL as of Q1 2019.

Patten Group reported no remaining State Street SPDR S&P Telecom ETF position as of Q1 2019 after selling out during the quarter.
Patten Group sold 704 State Street SPDR S&P Telecom ETF shares in Q1 2019, an estimated $44K.
Patten Group first reported a position in State Street SPDR S&P Telecom ETF in Q2 2017 and held it in 7 quarters.
Patten Group's State Street SPDR S&P Telecom ETF position peaked at $61K in Q2 2018.
43 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q1 2019.

Based on Patten Group's 13F filing for Q1 2019, filed 14 May 2019.