Apriem Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Apriem Advisors’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
2018 Q1	–	Sell	-5,330	Closed	-$303K	–	145
2017 Q4	$303K	Buy	5,330 +150	+3%	+$8.24K	0.08%	98
2017 Q3	$280K	Buy	5,180 +825	+19%	+$45.3K	0.07%	107
2017 Q2	$239K	Buy	4,355 +435	+11%	+$24.2K	0.06%	116
2017 Q1	$214K	Buy	3,920 +197	+5%	+$10.6K	0.06%	119
2016 Q4	$193K	Buy	3,723 +444	+14%	+$23K	0.06%	120
2016 Q3	$174K	Buy	3,279 +589	+22%	+$32.1K	0.05%	124
2016 Q2	$148K	Sell	2,690 -300	-10%	-$16K	0.05%	133
2016 Q1	$159K	Buy	2,990 +1,150	+63%	+$58.4K	0.06%	111
2015 Q4	$93K	Hold	1,840	–	–	0.03%	144
2015 Q3	$87K	Sell	1,840 -2,540	-58%	-$123K	0.03%	147
2015 Q2	$208K	Sell	4,380 -425	-9%	-$20.8K	0.07%	95
2015 Q1	$234K	Sell	4,805 -475	-9%	-$23.3K	0.08%	91
2014 Q4	$256K	Sell	5,280 -400	-7%	-$18.9K	0.09%	79
2014 Q3	$256K	Buy	5,680 +5,280	+1,320%	+$237K	0.1%	85
2014 Q2	$18K	Sell	400 -5,780	-94%	-$256K	0.01%	286
2014 Q1	$266K	Hold	6,180	–	–	0.1%	101
2013 Q4	$266K	Hold	6,180	–	–	0.1%	99
2013 Q3	$246K	Hold	6,180	–	–	0.11%	93
2013 Q2	$245K	Buy	+6,180	New	+$251K	0.12%	91

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Apriem Advisors's XLP Position: Q1 2018 in Review

Apriem Advisors sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2018, closing a stake of 5,330 shares — an estimated $303K sold.

Apriem Advisors first reported a position in XLP in Q2 2013 and held it in 19 quarters. The position peaked at $303K in Q4 2017. 528 funds tracked by Wall St. Rank hold XLP as of Q1 2018.

Apriem Advisors reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2018 after selling out during the quarter.
Apriem Advisors sold 5,330 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2018, an estimated $303K.
Apriem Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2013 and held it in 19 quarters.
Apriem Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $303K in Q4 2017.
528 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2018.

Based on Apriem Advisors's 13F filing for Q1 2018, filed 11 May 2018.