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

Almanack Investment 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 Q1	–	Sell	-4,868	Closed	-$128K	–	217
2017 Q4	$128K	Buy	4,868 +540	+12%	+$14.8K	0.05%	160
2017 Q3	$115K	Sell	4,328 -486	-10%	-$13K	0.06%	138
2017 Q2	$125K	Hold	4,814	–	–	0.07%	160
2017 Q1	$124K	Buy	+4,814	New	+$120K	0.09%	141

Other funds holding XLU

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

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

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

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

SGI

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Almanack Investment Partners's XLU Position: Q1 2018 in Review

Almanack Investment Partners sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2018, closing a stake of 4,868 shares — an estimated $128K sold.

Almanack Investment Partners first reported a position in XLU in Q1 2017 and held it in 4 quarters. The position peaked at $128K in Q4 2017. 557 funds tracked by Wall St. Rank hold XLU as of Q1 2018.

Almanack Investment Partners reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2018 after selling out during the quarter.
Almanack Investment Partners sold 4,868 State Street Utilities Select Sector SPDR ETF shares in Q1 2018, an estimated $128K.
Almanack Investment Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2017 and held it in 4 quarters.
Almanack Investment Partners's State Street Utilities Select Sector SPDR ETF position peaked at $128K in Q4 2017.
557 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2018.

Based on Almanack Investment Partners's 13F filing for Q1 2018, filed 15 May 2018.