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AA
Apriem Advisors’s
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
Stock Holding History
Apriem Advisors’s Portfolio
XLY Stock Details
XLY Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q3
–
Sell
-400
Closed
-$22K
–
395
2018
Q2
$22K
Buy
+400
New
+$21.1K
﹤0.01%
344
2017
Q2
–
Sell
-868
Closed
-$38K
–
561
2017
Q1
$38K
Hold
868
–
–
0.01%
266
2016
Q4
$35K
Buy
868
+368
+74%
+$14.9K
0.01%
275
2016
Q3
$20K
Buy
+500
New
+$20.1K
0.01%
333
2014
Q4
–
Sell
-2,500
Closed
-$83K
–
558
2014
Q3
$83K
Buy
+2,500
New
+$84.5K
0.03%
157
2014
Q2
–
Sell
-2,800
Closed
-$90.8K
–
518
2014
Q1
$91K
Hold
2,800
–
–
0.03%
164
2013
Q4
$94K
Hold
2,800
–
–
0.04%
151
2013
Q3
$85K
Sell
2,800
-270
-9%
-$8.01K
0.04%
156
2013
Q2
$87K
Buy
+3,070
New
+$85K
0.04%
152
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1-Year Est. Return
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1-Year Est. Return
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New York
$124B AUM
33.93%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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