Welch Capital Partners’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Welch Capital Partners’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
2018 Q4	–	Sell	-67,235	Closed	-$3.29M	–	37
2018 Q3	$3.29M	Buy	+67,235	New	+$3.32M	1.08%	19

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Welch Capital Partners's XLC Position: Q4 2018 in Review

Welch Capital Partners sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q4 2018, closing a stake of 67,235 shares — an estimated $3.29M sold.

Welch Capital Partners first reported a position in XLC in Q3 2018 and held it in 1 quarter. The position peaked at $3.29M in Q3 2018. 256 funds tracked by Wall St. Rank hold XLC as of Q4 2018.

Welch Capital Partners reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q4 2018 after selling out during the quarter.
Welch Capital Partners sold 67,235 State Street Communication Services Select Sector SPDR ETF shares in Q4 2018, an estimated $3.29M.
Welch Capital Partners first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2018 and held it in 1 quarter.
Welch Capital Partners's State Street Communication Services Select Sector SPDR ETF position peaked at $3.29M in Q3 2018.
256 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2018.

Based on Welch Capital Partners's 13F filing for Q4 2018, filed 5 Feb 2019.