Braver Wealth Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Braver Wealth Management’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
2016 Q4	–	Sell	-129,512	Closed	-$6.89M	–	161
2016 Q3	$6.89M	Sell	129,512 -198,500	-61%	-$10.8M	1.15%	21
2016 Q2	$18.1M	Sell	328,012 -36,512	-10%	-$1.94M	3.09%	8
2016 Q1	$19.3M	Buy	364,524 +139,836	+62%	+$7.1M	3.18%	6
2015 Q4	$11.3M	Buy	+224,688	New	+$11.2M	2.33%	12
2015 Q3	–	Sell	-173,015	Closed	-$8.24M	–	96
2015 Q2	$8.24M	Sell	173,015 -22,285	-11%	-$1.09M	2%	12
2015 Q1	$9.52M	Buy	195,300 +46,682	+31%	+$2.29M	1.95%	14
2014 Q4	$7.21M	Buy	+148,618	New	+$7.03M	1.48%	18

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Braver Wealth Management's XLP Position: Q4 2016 in Review

Braver Wealth Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2016, closing a stake of 129,512 shares — an estimated $6.89M sold.

Braver Wealth Management first reported a position in XLP in Q4 2014 and held it in 7 quarters. The position peaked at $19.3M in Q1 2016. 485 funds tracked by Wall St. Rank hold XLP as of Q4 2016.

Braver Wealth Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2016 after selling out during the quarter.
Braver Wealth Management sold 129,512 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2016, an estimated $6.89M.
Braver Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2014 and held it in 7 quarters.
Braver Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $19.3M in Q1 2016.
485 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.