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Whittier Trust’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Whittier Trust’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
Q1 		– Sell
-242
Closed -$14K – 1246
2014
Q4 		$14K Buy
+242
New +$13.5K ﹤0.01% 839

Other funds holding XTL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
Susquehanna International Group
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

Whittier Trust's XTL Position: Q1 2015 in Review

Whittier Trust sold out of State Street SPDR S&P Telecom ETF (XTL) in Q1 2015, closing a stake of 242 shares — an estimated $14K sold.

Whittier Trust first reported a position in XTL in Q4 2014 and held it in 1 quarter. The position peaked at $14K in Q4 2014. 23 funds tracked by Wall St. Rank hold XTL as of Q1 2015.

  • Whittier Trust reported no remaining State Street SPDR S&P Telecom ETF position as of Q1 2015 after selling out during the quarter.
  • Whittier Trust sold 242 State Street SPDR S&P Telecom ETF shares in Q1 2015, an estimated $14K.
  • Whittier Trust first reported a position in State Street SPDR S&P Telecom ETF in Q4 2014 and held it in 1 quarter.
  • Whittier Trust's State Street SPDR S&P Telecom ETF position peaked at $14K in Q4 2014.
  • 23 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q1 2015.

Based on Whittier Trust's 13F filing for Q1 2015, filed 5 May 2015.