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Personal CFO Solutions’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Personal CFO Solutions’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
2020
Q1 		– Sell
-2,212
Closed -$241K – 379
2019
Q4 		$241K Buy
2,212
+336
+18% +$36.3K 0.07% 275
2019
Q3 		$200K Buy
+1,876
New +$199K 0.08% 267

Other funds holding XAR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Personal CFO Solutions's XAR Position: Q1 2020 in Review

Personal CFO Solutions sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q1 2020, closing a stake of 2,212 shares — an estimated $241K sold.

Personal CFO Solutions first reported a position in XAR in Q3 2019 and held it in 2 quarters. The position peaked at $241K in Q4 2019. 183 funds tracked by Wall St. Rank hold XAR as of Q1 2020.

  • Personal CFO Solutions reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q1 2020 after selling out during the quarter.
  • Personal CFO Solutions sold 2,212 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2020, an estimated $241K.
  • Personal CFO Solutions first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2019 and held it in 2 quarters.
  • Personal CFO Solutions's State Street SPDR S&P Aerospace & Defense ETF position peaked at $241K in Q4 2019.
  • 183 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2020.

Based on Personal CFO Solutions's 13F filing for Q1 2020, filed 30 Apr 2020.