Zurich Insurance Group’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Zurich Insurance Group’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 Q1	–	Sell	-2,688	Closed	-$187K	–	256
2019 Q4	$187K	Hold	2,688	–	–	﹤0.01%	214
2019 Q3	$180K	Hold	2,688	–	–	﹤0.01%	483
2019 Q2	$182K	Sell	2,688 -8,415	-76%	-$590K	﹤0.01%	416
2019 Q1	$785K	Buy	+11,103	New	+$770K	0.02%	363
2018 Q4	–	Sell	-22,304	Closed	-$1.7M	–	528
2018 Q3	$1.7M	Buy	+22,304	New	+$1.67M	0.04%	309
2017 Q1	–	Sell	-6,572	Closed	-$456K	–	528
2016 Q4	$456K	Buy	+6,572	New	+$439K	0.01%	452

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

LOIM

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

FMTCOCP

Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $367M AUM 17.86% 1-Year Est. Return

RJFSA

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

Zurich Insurance Group's XTL Position: Q1 2020 in Review

Zurich Insurance Group sold out of State Street SPDR S&P Telecom ETF (XTL) in Q1 2020, closing a stake of 2,688 shares — an estimated $187K sold.

Zurich Insurance Group first reported a position in XTL in Q4 2016 and held it in 6 quarters. The position peaked at $1.7M in Q3 2018. 33 funds tracked by Wall St. Rank hold XTL as of Q1 2020.

Zurich Insurance Group reported no remaining State Street SPDR S&P Telecom ETF position as of Q1 2020 after selling out during the quarter.
Zurich Insurance Group sold 2,688 State Street SPDR S&P Telecom ETF shares in Q1 2020, an estimated $187K.
Zurich Insurance Group first reported a position in State Street SPDR S&P Telecom ETF in Q4 2016 and held it in 6 quarters.
Zurich Insurance Group's State Street SPDR S&P Telecom ETF position peaked at $1.7M in Q3 2018.
33 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q1 2020.

Based on Zurich Insurance Group's 13F filing for Q1 2020, filed 15 May 2020.