Polaris Wealth Advisory Group’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Polaris Wealth Advisory Group’s Portfolio XME Stock Details XME Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-142	Closed	-$5K	–	547
2018 Q2	$5K	Hold	142	–	–	﹤0.01%	227
2018 Q1	$5K	Sell	142 -379,228	-100%	-$14M	﹤0.01%	410
2017 Q4	$13.8M	Buy	379,370 +40,041	+12%	+$1.31M	1.13%	44
2017 Q3	$10.9M	Buy	+339,329	New	+$10.6M	0.96%	52

Other funds holding XME

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

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

Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Polaris Wealth Advisory Group's XME Position: Q3 2018 in Review

Polaris Wealth Advisory Group sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q3 2018, closing a stake of 142 shares — an estimated $5K sold.

Polaris Wealth Advisory Group first reported a position in XME in Q3 2017 and held it in 4 quarters. The position peaked at $13.8M in Q4 2017. 116 funds tracked by Wall St. Rank hold XME as of Q3 2018.

Polaris Wealth Advisory Group reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q3 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 142 State Street SPDR S&P Metals & Mining ETF shares in Q3 2018, an estimated $5K.
Polaris Wealth Advisory Group first reported a position in State Street SPDR S&P Metals & Mining ETF in Q3 2017 and held it in 4 quarters.
Polaris Wealth Advisory Group's State Street SPDR S&P Metals & Mining ETF position peaked at $13.8M in Q4 2017.
116 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q3 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2018, filed 19 Oct 2018.