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Beacon Capital Management Inc (Ohio)’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Beacon Capital Management Inc (Ohio)’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
2014
Q4 		– Sell
-450
Closed -$9K – 228
2014
Q3 		$9K Hold
450
– – ﹤0.01% 155
2014
Q2 		$10K Hold
450
– – ﹤0.01% 154
2014
Q1 		$9K Buy
+450
New +$8.87K ﹤0.01% 152

Other funds holding XLU

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EA
Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s XLU Position: Q4 2014 in Review

Beacon Capital Management Inc (Ohio) sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2014, closing a stake of 450 shares — an estimated $9K sold.

Beacon Capital Management Inc (Ohio) first reported a position in XLU in Q1 2014 and held it in 3 quarters. The position peaked at $10K in Q2 2014. 458 funds tracked by Wall St. Rank hold XLU as of Q4 2014.

  • Beacon Capital Management Inc (Ohio) reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2014 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 450 State Street Utilities Select Sector SPDR ETF shares in Q4 2014, an estimated $9K.
  • Beacon Capital Management Inc (Ohio) first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2014 and held it in 3 quarters.
  • Beacon Capital Management Inc (Ohio)'s State Street Utilities Select Sector SPDR ETF position peaked at $10K in Q2 2014.
  • 458 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2014.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q4 2014, filed 13 Jan 2015.