Brand Asset Management Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-604
Closed -$16K 269
2018
Q3
$16K Buy
+604
New +$16K 0.01% 187

Other funds holding XLU

Brand Asset Management Group's XLU Position: Q4 2018 in Review

Brand Asset Management Group sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2018, closing a stake of 604 shares — an estimated $16K sold.

Brand Asset Management Group first reported a position in XLU in Q3 2018 and held it in 1 quarter. The position peaked at $16K in Q3 2018. 700 funds tracked by Wall St. Rank hold XLU as of Q4 2018.

  • Brand Asset Management Group reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2018 after selling out during the quarter.
  • Brand Asset Management Group sold 604 State Street Utilities Select Sector SPDR ETF shares in Q4 2018, an estimated $16K.
  • Brand Asset Management Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2018 and held it in 1 quarter.
  • Brand Asset Management Group's State Street Utilities Select Sector SPDR ETF position peaked at $16K in Q3 2018.
  • 700 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2018.

Based on Brand Asset Management Group's 13F filing for Q4 2018, filed 24 Jan 2019.