Vickerman & Driscoll Financial Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Vickerman & Driscoll Financial Advisors’s Portfolio XLC Stock Details XLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	$4.3M	Sell	97,255 -10,220	-10%	-$529K	2.64%	15
2019 Q4	$5.76M	Sell	107,475 -32	-0%	-$1.65K	2.91%	9
2019 Q3	$5.32M	Sell	107,507 -1,004	-0.9%	-$50.3K	2.92%	10
2019 Q2	$5.34M	Hold	108,511	–	–	2.96%	9
2019 Q1	$5.08M	Buy	108,511 +840	+0.8%	+$38.3K	2.86%	10
2018 Q4	$4.45M	Buy	107,671 +37,626	+54%	+$1.69M	3.45%	8
2018 Q3	$3.43M	Buy	+70,045	New	+$3.46M	2.39%	10

Other funds holding XLC

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Vickerman & Driscoll Financial Advisors's XLC Position: Q1 2020 in Review

Vickerman & Driscoll Financial Advisors reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 9.5% in Q1 2020, selling an estimated $529K and leaving 97,255 shares worth $4.3M. The position accounts for 2.64% of the portfolio, ranked #15.

Vickerman & Driscoll Financial Advisors first reported a position in XLC in Q3 2018 and has held it in 7 quarters since. The position peaked at $5.76M in Q4 2019. 395 funds tracked by Wall St. Rank hold XLC as of Q1 2020.

Vickerman & Driscoll Financial Advisors held 97,255 shares of State Street Communication Services Select Sector SPDR ETF worth $4.3M as of Q1 2020.
Vickerman & Driscoll Financial Advisors sold 10,220 State Street Communication Services Select Sector SPDR ETF shares in Q1 2020, an estimated $529K.
State Street Communication Services Select Sector SPDR ETF made up 2.64% of Vickerman & Driscoll Financial Advisors's portfolio in Q1 2020, its #15 holding.
Vickerman & Driscoll Financial Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2018 and has held it in 7 quarters since.
Vickerman & Driscoll Financial Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $5.76M in Q4 2019.
395 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2020.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.