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Sargent Bickham Lagudis’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Sargent Bickham Lagudis’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
2018
Q2 		– Sell
-40
Closed -$3K – 807
2018
Q1 		$3K Hold
40
– – ﹤0.01% 710
2017
Q4 		$3K Hold
40
– – ﹤0.01% 737
2017
Q3 		$3K Hold
40
– – ﹤0.01% 744
2017
Q2 		$3K Hold
40
– – ﹤0.01% 700
2017
Q1 		$3K Hold
40
– – ﹤0.01% 687
2016
Q4 		$3K Hold
40
– – ﹤0.01% 658
2016
Q3 		$2 Hold
40
– – ﹤0.01% 685
2016
Q2 		$2K Buy
+40
New +$2.19K ﹤0.01% 672

Other funds holding XAR

Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return