Rothschild Capital Partners’s State Street SPDR S&P Retail ETF XRT Stock Holding History

Rothschild Capital Partners’s Portfolio XRT Stock Details XRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-77,311	Closed	-$3.75M	–	48
2018 Q2	$3.75M	Sell	77,311 -41,805	-35%	-$1.95M	1.57%	23
2018 Q1	$5.28M	Buy	119,116 +84,839	+248%	+$3.89M	2.07%	19
2017 Q4	$1.55M	Buy	+34,277	New	+$1.44M	0.61%	40

Other funds holding XRT

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

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

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Rothschild Capital Partners's XRT Position: Q3 2018 in Review

Rothschild Capital Partners sold out of State Street SPDR S&P Retail ETF (XRT) in Q3 2018, closing a stake of 77,311 shares — an estimated $3.75M sold.

Rothschild Capital Partners first reported a position in XRT in Q4 2017 and held it in 3 quarters. The position peaked at $5.28M in Q1 2018. 132 funds tracked by Wall St. Rank hold XRT as of Q3 2018.

Rothschild Capital Partners reported no remaining State Street SPDR S&P Retail ETF position as of Q3 2018 after selling out during the quarter.
Rothschild Capital Partners sold 77,311 State Street SPDR S&P Retail ETF shares in Q3 2018, an estimated $3.75M.
Rothschild Capital Partners first reported a position in State Street SPDR S&P Retail ETF in Q4 2017 and held it in 3 quarters.
Rothschild Capital Partners's State Street SPDR S&P Retail ETF position peaked at $5.28M in Q1 2018.
132 funds tracked by Wall St. Rank held State Street SPDR S&P Retail ETF as of Q3 2018.

Based on Rothschild Capital Partners's 13F filing for Q3 2018, filed 31 Oct 2018.