Braver Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Braver Wealth Management’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
2016 Q4	–	Sell	-406,514	Closed	-$9.96M	–	162
2016 Q3	$9.96M	Sell	406,514 -360,118	-47%	-$9.14M	1.67%	16
2016 Q2	$20.1M	Buy	766,632 +177,084	+30%	+$4.36M	3.43%	5
2016 Q1	$14.6M	Buy	+589,548	New	+$13.6M	2.41%	10
2015 Q1	–	Sell	-320,618	Closed	-$7.57M	–	99
2014 Q4	$7.57M	Buy	320,618 +255,720	+394%	+$5.79M	1.55%	17
2014 Q3	$1.37M	Buy	64,898 +48,976	+308%	+$1.04M	0.41%	45
2014 Q2	$352K	Hold	15,922	–	–	0.09%	76
2014 Q1	$330K	Sell	15,922 -218	-1%	-$4.3K	0.09%	66
2013 Q4	$306K	Buy	16,140 +2	+0%	+$38	0.11%	66
2013 Q3	$302K	Sell	16,138 -85,808	-84%	-$1.63M	0.1%	74
2013 Q2	$1.92M	Buy	+101,946	New	+$2M	0.88%	18

Other funds holding XLU

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

STMM

South Texas Money Management San Antonio, Texas $2.37B AUM 5.24% 1-Year Est. Return

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

Braver Wealth Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2016, closing a stake of 406,514 shares — an estimated $9.96M sold.

Braver Wealth Management first reported a position in XLU in Q2 2013 and held it in 10 quarters. The position peaked at $20.1M in Q2 2016. 506 funds tracked by Wall St. Rank hold XLU as of Q4 2016.

Braver Wealth Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2016 after selling out during the quarter.
Braver Wealth Management sold 406,514 State Street Utilities Select Sector SPDR ETF shares in Q4 2016, an estimated $9.96M.
Braver Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2013 and held it in 10 quarters.
Braver Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $20.1M in Q2 2016.
506 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2016.

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