West Oak Capital’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

West Oak Capital’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 Q4	–	Sell	-6	Closed	–	–	335
2020 Q3	$0	Buy	6 +3	+100%	+$178	﹤0.01%	333
2020 Q2	$0	Hold	3	–	–	﹤0.01%	336
2020 Q1	$0	Hold	3	–	–	﹤0.01%	318
2019 Q4	$0	Buy	+3	New	+$155	﹤0.01%	307

Other funds holding XLC

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

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

West Oak Capital's XLC Position: Q4 2020 in Review

West Oak Capital sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q4 2020, closing a stake of 6 shares.

West Oak Capital first reported a position in XLC in Q4 2019 and held it in 4 quarters. The position peaked at $0 in Q3 2020. 553 funds tracked by Wall St. Rank hold XLC as of Q4 2020.

West Oak Capital reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q4 2020 after selling out during the quarter.
West Oak Capital sold 6 State Street Communication Services Select Sector SPDR ETF shares in Q4 2020.
West Oak Capital first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2019 and held it in 4 quarters.
West Oak Capital's State Street Communication Services Select Sector SPDR ETF position peaked at $0 in Q3 2020.
553 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2020.

Based on West Oak Capital's 13F filing for Q4 2020, filed 8 Jan 2021.