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Achievement Holdings’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Achievement Holdings’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-400,000
Closed -$9.44M – 284
2014
Q4 		$9.44M Buy
+400,000
New +$9.05M 0.28% 81

Other funds holding XLU

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Achievement Holdings's XLU Position: Q1 2015 in Review

Achievement Holdings sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2015, closing a stake of 400,000 shares — an estimated $9.44M sold.

Achievement Holdings first reported a position in XLU in Q4 2014 and held it in 1 quarter. The position peaked at $9.44M in Q4 2014. 457 funds tracked by Wall St. Rank hold XLU as of Q1 2015.

  • Achievement Holdings reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2015 after selling out during the quarter.
  • Achievement Holdings sold 400,000 State Street Utilities Select Sector SPDR ETF shares in Q1 2015, an estimated $9.44M.
  • Achievement Holdings first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2014 and held it in 1 quarter.
  • Achievement Holdings's State Street Utilities Select Sector SPDR ETF position peaked at $9.44M in Q4 2014.
  • 457 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2015.

Based on Achievement Holdings's 13F filing for Q1 2015, filed 12 May 2015.