Signature Wealth Management Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Signature Wealth Management Group’s Portfolio XLK Stock Details XLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-320	Closed	-$11K	–	307
2018 Q3	$11K	Hold	320	–	–	0.01%	182
2018 Q2	$11K	Hold	320	–	–	0.01%	178
2018 Q1	$10K	Hold	320	–	–	0.01%	184
2017 Q4	$10K	Buy	+320	New	+$10K	0.01%	189

Other funds holding XLK

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

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

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

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

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

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Signature Wealth Management Group's XLK Position: Q4 2018 in Review

Signature Wealth Management Group sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2018, closing a stake of 320 shares — an estimated $11K sold.

Signature Wealth Management Group first reported a position in XLK in Q4 2017 and held it in 4 quarters. The position peaked at $11K in Q3 2018. 902 funds tracked by Wall St. Rank hold XLK as of Q4 2018.

Signature Wealth Management Group reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2018 after selling out during the quarter.
Signature Wealth Management Group sold 320 State Street Technology Select Sector SPDR ETF shares in Q4 2018, an estimated $11K.
Signature Wealth Management Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2017 and held it in 4 quarters.
Signature Wealth Management Group's State Street Technology Select Sector SPDR ETF position peaked at $11K in Q3 2018.
902 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2018.

Based on Signature Wealth Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.