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Rikoon Group’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Rikoon Group’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
2019
Q3 		– Sell
-4,080
Closed -$201K – 208
2019
Q2 		$201K Sell
4,080
-1,300
-24% -$63.2K 0.07% 199
2019
Q1 		$252K Sell
5,380
-699
-11% -$31.9K 0.09% 177
2018
Q4 		$251K Sell
6,079
-100
-2% -$4.48K 0.1% 165
2018
Q3 		$302K Buy
+6,179
New +$305K 0.11% 167

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Rikoon Group's XLC Position: Q3 2019 in Review

Rikoon Group sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q3 2019, closing a stake of 4,080 shares — an estimated $201K sold.

Rikoon Group first reported a position in XLC in Q3 2018 and held it in 4 quarters. The position peaked at $302K in Q3 2018. 344 funds tracked by Wall St. Rank hold XLC as of Q3 2019.

  • Rikoon Group reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q3 2019 after selling out during the quarter.
  • Rikoon Group sold 4,080 State Street Communication Services Select Sector SPDR ETF shares in Q3 2019, an estimated $201K.
  • Rikoon Group first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2018 and held it in 4 quarters.
  • Rikoon Group's State Street Communication Services Select Sector SPDR ETF position peaked at $302K in Q3 2018.
  • 344 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2019.

Based on Rikoon Group's 13F filing for Q3 2019, filed 5 Nov 2019.