Advisor Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Advisor Partners’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
2018 Q4	–	Sell	-10,538	Closed	-$277K	–	666
2018 Q3	$277K	Buy	+10,538	New	+$280K	0.04%	484

Other funds holding XLU

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Advisor Partners's XLU Position: Q4 2018 in Review

Advisor Partners sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2018, closing a stake of 10,538 shares — an estimated $277K sold.

Advisor Partners first reported a position in XLU in Q3 2018 and held it in 1 quarter. The position peaked at $277K in Q3 2018. 700 funds tracked by Wall St. Rank hold XLU as of Q4 2018.

Advisor Partners reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2018 after selling out during the quarter.
Advisor Partners sold 10,538 State Street Utilities Select Sector SPDR ETF shares in Q4 2018, an estimated $277K.
Advisor Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2018 and held it in 1 quarter.
Advisor Partners's State Street Utilities Select Sector SPDR ETF position peaked at $277K in Q3 2018.
700 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2018.

Based on Advisor Partners's 13F filing for Q4 2018, filed 29 Jan 2019.