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Brouwer & Janachowski’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Brouwer & Janachowski’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
2015
Q3 		– Sell
-1,760
Closed -$36K – 88
2015
Q2 		$36K Buy
+1,760
New +$38.5K 0.02% 64

Other funds holding XLU

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Brouwer & Janachowski's XLU Position: Q3 2015 in Review

Brouwer & Janachowski sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2015, closing a stake of 1,760 shares — an estimated $36K sold.

Brouwer & Janachowski first reported a position in XLU in Q2 2015 and held it in 1 quarter. The position peaked at $36K in Q2 2015. 437 funds tracked by Wall St. Rank hold XLU as of Q3 2015.

  • Brouwer & Janachowski reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2015 after selling out during the quarter.
  • Brouwer & Janachowski sold 1,760 State Street Utilities Select Sector SPDR ETF shares in Q3 2015, an estimated $36K.
  • Brouwer & Janachowski first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2015 and held it in 1 quarter.
  • Brouwer & Janachowski's State Street Utilities Select Sector SPDR ETF position peaked at $36K in Q2 2015.
  • 437 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2015.

Based on Brouwer & Janachowski's 13F filing for Q3 2015, filed 16 Nov 2015.