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Bach Option’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Bach Option’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
Q1 		– Sell
-15,020
Closed -$365K – 176
2016
Q4 		$365K Buy
+15,020
New +$359K 0.17% 146

Other funds holding XLU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bach Option's XLU Position: Q1 2017 in Review

Bach Option sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2017, closing a stake of 15,020 shares — an estimated $365K sold.

Bach Option first reported a position in XLU in Q4 2016 and held it in 1 quarter. The position peaked at $365K in Q4 2016. 516 funds tracked by Wall St. Rank hold XLU as of Q1 2017.

  • Bach Option reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2017 after selling out during the quarter.
  • Bach Option sold 15,020 State Street Utilities Select Sector SPDR ETF shares in Q1 2017, an estimated $365K.
  • Bach Option first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2016 and held it in 1 quarter.
  • Bach Option's State Street Utilities Select Sector SPDR ETF position peaked at $365K in Q4 2016.
  • 516 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2017.

Based on Bach Option's 13F filing for Q1 2017, filed 1 May 2017.