Transform Wealth’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Transform Wealth’s Portfolio XTL Stock Details XTL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-20,484	Closed	-$1.48M	–	221
2018 Q2	$1.48M	Buy	20,484 +1,583	+8%	+$113K	0.27%	108
2018 Q1	$1.3M	Buy	18,901 +507	+3%	+$35.5K	0.25%	124
2017 Q4	$1.26M	Buy	18,394 +846	+5%	+$58.3K	0.23%	136
2017 Q3	$1.22M	Buy	+17,548	New	+$1.23M	0.43%	91
2017 Q2	–	Sell	-15,082	Closed	-$1.07M	–	200
2017 Q1	$1.07M	Buy	15,082 +1,384	+10%	+$98.1K	0.4%	89
2016 Q4	$950K	Buy	+13,698	New	+$914K	0.38%	92

Other funds holding XTL

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

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FSA

Financial Services Advisory Rockville, Maryland $210M AUM 19.93% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

ZIG

Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Transform Wealth's XTL Position: Q3 2018 in Review

Transform Wealth sold out of State Street SPDR S&P Telecom ETF (XTL) in Q3 2018, closing a stake of 20,484 shares — an estimated $1.48M sold.

Transform Wealth first reported a position in XTL in Q4 2016 and held it in 6 quarters. The position peaked at $1.48M in Q2 2018. 41 funds tracked by Wall St. Rank hold XTL as of Q3 2018.

Transform Wealth reported no remaining State Street SPDR S&P Telecom ETF position as of Q3 2018 after selling out during the quarter.
Transform Wealth sold 20,484 State Street SPDR S&P Telecom ETF shares in Q3 2018, an estimated $1.48M.
Transform Wealth first reported a position in State Street SPDR S&P Telecom ETF in Q4 2016 and held it in 6 quarters.
Transform Wealth's State Street SPDR S&P Telecom ETF position peaked at $1.48M in Q2 2018.
41 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q3 2018.

Based on Transform Wealth's 13F filing for Q3 2018, filed 25 Oct 2018.