Alkeon Capital Management
XLU icon

Alkeon Capital Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Alkeon Capital Management’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
2017
Q4 		– Sell
-600,000
Closed -$16.5M – 103
2017
Q3 		$15.9M Buy
+600,000
New +$16.1M 0.11% 77

Other funds holding XLU

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Alkeon Capital Management's XLU Position: Q4 2017 in Review

Alkeon Capital Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2017, closing a stake of 600,000 shares — an estimated $16.5M sold.

Alkeon Capital Management first reported a position in XLU in Q3 2017 and held it in 1 quarter. The position peaked at $15.9M in Q3 2017. 585 funds tracked by Wall St. Rank hold XLU as of Q4 2017.

  • Alkeon Capital Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2017 after selling out during the quarter.
  • Alkeon Capital Management sold 600,000 State Street Utilities Select Sector SPDR ETF shares in Q4 2017, an estimated $16.5M.
  • Alkeon Capital Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2017 and held it in 1 quarter.
  • Alkeon Capital Management's State Street Utilities Select Sector SPDR ETF position peaked at $15.9M in Q3 2017.
  • 585 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2017.

Based on Alkeon Capital Management's 13F filing for Q4 2017, filed 15 Feb 2018.