Baltimore-Washington Financial Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Baltimore-Washington Financial 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	-12,574	Closed	-$715K	–	94
2017 Q4	$715K	Sell	12,574 -79,353	-86%	-$4.36M	0.15%	68
2017 Q3	$4.96M	Buy	91,927 +4,557	+5%	+$250K	1.13%	47
2017 Q2	$4.8M	Buy	87,370 +30,645	+54%	+$1.7M	1.15%	48
2017 Q1	$3.1M	Buy	+56,725	New	+$3.05M	0.79%	56

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

Baltimore-Washington Financial Advisors's XLP Position: Q1 2018 in Review

Baltimore-Washington Financial Advisors sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2018, closing a stake of 12,574 shares — an estimated $715K sold.

Baltimore-Washington Financial Advisors first reported a position in XLP in Q1 2017 and held it in 4 quarters. The position peaked at $4.96M in Q3 2017. 528 funds tracked by Wall St. Rank hold XLP as of Q1 2018.

Baltimore-Washington Financial Advisors reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2018 after selling out during the quarter.
Baltimore-Washington Financial Advisors sold 12,574 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2018, an estimated $715K.
Baltimore-Washington Financial Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2017 and held it in 4 quarters.
Baltimore-Washington Financial Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $4.96M in Q3 2017.
528 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2018.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q1 2018, filed 16 Apr 2018.