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Aft Forsyth & Sober’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Aft Forsyth & Sober’s Portfolio XLP Stock Details XLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-234,603
Closed -$10.1M – 49
2013
Q4 		$10.1M Hold
234,603
– – 2.06% 11
2013
Q3 		$9.34M Sell
234,603
-1,775
-0.8% -$72.3K 2.06% 13
2013
Q2 		$9.38M Buy
+236,378
New +$9.62M 2.19% 13

Other funds holding XLP

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Aft Forsyth & Sober's XLP Position: Q1 2014 in Review

Aft Forsyth & Sober sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2014, closing a stake of 234,603 shares — an estimated $10.1M sold.

Aft Forsyth & Sober first reported a position in XLP in Q2 2013 and held it in 3 quarters. The position peaked at $10.1M in Q4 2013. 318 funds tracked by Wall St. Rank hold XLP as of Q1 2014.

  • Aft Forsyth & Sober reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2014 after selling out during the quarter.
  • Aft Forsyth & Sober sold 234,603 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2014, an estimated $10.1M.
  • Aft Forsyth & Sober first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2013 and held it in 3 quarters.
  • Aft Forsyth & Sober's State Street Consumer Staples Select Sector SPDR ETF position peaked at $10.1M in Q4 2013.
  • 318 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2014.

Based on Aft Forsyth & Sober's 13F filing for Q1 2014, filed 12 May 2014.