Atherton Lane Advisers’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Atherton Lane Advisers’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
2015 Q2	–	Sell	-15,844	Closed	-$352K	–	255
2015 Q1	$352K	Sell	15,844 -6,816	-30%	-$157K	0.02%	191
2014 Q4	$535K	Sell	22,660 -1,750	-7%	-$39.6K	0.03%	172
2014 Q3	$514K	Sell	24,410 -734	-3%	-$15.6K	0.03%	179
2014 Q2	$556K	Buy	+25,144	New	+$535K	0.03%	173

Other funds holding XLU

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

Commerzbank Aktiengesellschaft Frankfurt, Germany $5B AUM 26.58% 1-Year Est. Return

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

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

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

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

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Atherton Lane Advisers's XLU Position: Q2 2015 in Review

Atherton Lane Advisers sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2015, closing a stake of 15,844 shares — an estimated $352K sold.

Atherton Lane Advisers first reported a position in XLU in Q2 2014 and held it in 4 quarters. The position peaked at $556K in Q2 2014. 423 funds tracked by Wall St. Rank hold XLU as of Q2 2015.

Atherton Lane Advisers reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2015 after selling out during the quarter.
Atherton Lane Advisers sold 15,844 State Street Utilities Select Sector SPDR ETF shares in Q2 2015, an estimated $352K.
Atherton Lane Advisers first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2014 and held it in 4 quarters.
Atherton Lane Advisers's State Street Utilities Select Sector SPDR ETF position peaked at $556K in Q2 2014.
423 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2015.

Based on Atherton Lane Advisers's 13F filing for Q2 2015, filed 14 Aug 2015.