Winslow Evans & Crocker’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Winslow Evans & Crocker’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
2020 Q2	–	Sell	-44	Closed	-$4K	–	1180
2020 Q1	$4K	Hold	44	–	–	﹤0.01%	953
2019 Q4	$4K	Hold	44	–	–	﹤0.01%	1045
2019 Q3	$4K	Buy	+44	New	+$3.01K	﹤0.01%	1038

Other funds holding XTL

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

LOIM

Liberty One Investment Management Libertyville, Illinois $970M AUM 12.15% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Winslow Evans & Crocker's XTL Position: Q2 2020 in Review

Winslow Evans & Crocker sold out of State Street SPDR S&P Telecom ETF (XTL) in Q2 2020, closing a stake of 44 shares — an estimated $4K sold.

Winslow Evans & Crocker first reported a position in XTL in Q3 2019 and held it in 3 quarters. The position peaked at $4K in Q1 2020. 35 funds tracked by Wall St. Rank hold XTL as of Q2 2020.

Winslow Evans & Crocker reported no remaining State Street SPDR S&P Telecom ETF position as of Q2 2020 after selling out during the quarter.
Winslow Evans & Crocker sold 44 State Street SPDR S&P Telecom ETF shares in Q2 2020, an estimated $4K.
Winslow Evans & Crocker first reported a position in State Street SPDR S&P Telecom ETF in Q3 2019 and held it in 3 quarters.
Winslow Evans & Crocker's State Street SPDR S&P Telecom ETF position peaked at $4K in Q1 2020.
35 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q2 2020.

Based on Winslow Evans & Crocker's 13F filing for Q2 2020, filed 23 Jul 2020.