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

Aft Forsyth & Sober’s Portfolio XLY Stock Details XLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-331,750
Closed -$11.1M – 50
2013
Q4 		$11.1M Hold
331,750
– – 2.26% 9
2013
Q3 		$10.1M Sell
331,750
-2,900
-0.9% -$86K 2.22% 12
2013
Q2 		$9.44M Buy
+334,650
New +$9.26M 2.21% 12

Other funds holding XLY

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Aft Forsyth & Sober sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2014, closing a stake of 331,750 shares — an estimated $11.1M sold.

Aft Forsyth & Sober first reported a position in XLY in Q2 2013 and held it in 3 quarters. The position peaked at $11.1M in Q4 2013. 306 funds tracked by Wall St. Rank hold XLY as of Q1 2014.

  • Aft Forsyth & Sober reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2014 after selling out during the quarter.
  • Aft Forsyth & Sober sold 331,750 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2014, an estimated $11.1M.
  • Aft Forsyth & Sober first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2013 and held it in 3 quarters.
  • Aft Forsyth & Sober's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $11.1M in Q4 2013.
  • 306 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2014.

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