United Capital Financial Advisors’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

United Capital Financial Advisors’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
2015 Q2	–	Sell	-198,714	Closed	-$11.7M	–	1315
2015 Q1	$11.7M	Sell	198,714 -90,353	-31%	-$5.26M	0.14%	180
2014 Q4	$16.7M	Buy	289,067 +61,850	+27%	+$3.45M	0.25%	99
2014 Q3	$12.6M	Buy	227,217 +40,133	+21%	+$2.26M	0.22%	119
2014 Q2	$10.6M	Buy	187,084 +165,608	+771%	+$9.19M	0.2%	136
2014 Q1	$1.23M	Buy	+21,476	New	+$1.21M	0.03%	438

Other funds holding XTL

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

CNB

City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

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

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

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

ACM

Alethea Capital Management Mercer Island, Washington $195M AUM 51.17% 1-Year Est. Return

United Capital Financial Advisors's XTL Position: Q2 2015 in Review

United Capital Financial Advisors sold out of State Street SPDR S&P Telecom ETF (XTL) in Q2 2015, closing a stake of 198,714 shares — an estimated $11.7M sold.

United Capital Financial Advisors first reported a position in XTL in Q1 2014 and held it in 5 quarters. The position peaked at $16.7M in Q4 2014. 29 funds tracked by Wall St. Rank hold XTL as of Q2 2015.

United Capital Financial Advisors reported no remaining State Street SPDR S&P Telecom ETF position as of Q2 2015 after selling out during the quarter.
United Capital Financial Advisors sold 198,714 State Street SPDR S&P Telecom ETF shares in Q2 2015, an estimated $11.7M.
United Capital Financial Advisors first reported a position in State Street SPDR S&P Telecom ETF in Q1 2014 and held it in 5 quarters.
United Capital Financial Advisors's State Street SPDR S&P Telecom ETF position peaked at $16.7M in Q4 2014.
29 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q2 2015.

Based on United Capital Financial Advisors's 13F filing for Q2 2015, filed 11 Aug 2015.