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Bright Rock Capital Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Bright Rock Capital 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
-240,000
Closed -$5.88M – 92
2016
Q3 		$5.88M Buy
+240,000
New +$6.09M 1.86% 15

Other funds holding XLU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CS
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
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
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

Bright Rock Capital Management's XLU Position: Q4 2016 in Review

Bright Rock Capital Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2016, closing a stake of 240,000 shares — an estimated $5.88M sold.

Bright Rock Capital Management first reported a position in XLU in Q3 2016 and held it in 1 quarter. The position peaked at $5.88M in Q3 2016. 506 funds tracked by Wall St. Rank hold XLU as of Q4 2016.

  • Bright Rock Capital Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2016 after selling out during the quarter.
  • Bright Rock Capital Management sold 240,000 State Street Utilities Select Sector SPDR ETF shares in Q4 2016, an estimated $5.88M.
  • Bright Rock Capital Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2016 and held it in 1 quarter.
  • Bright Rock Capital Management's State Street Utilities Select Sector SPDR ETF position peaked at $5.88M in Q3 2016.
  • 506 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2016.

Based on Bright Rock Capital Management's 13F filing for Q4 2016, filed 30 Jan 2017.