BSW Wealth Partners’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

BSW Wealth Partners’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
2013 Q3	–	Sell	-10,337	Closed	-$410K	–	51
2013 Q2	$410K	Buy	+10,337	New	+$421K	0.36%	30

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

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

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

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return

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

Tiedemann Trust Wilmington, Delaware $542M AUM 1.38% 1-Year Est. Return

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

BSW Wealth Partners's XLP Position: Q3 2013 in Review

BSW Wealth Partners sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2013, closing a stake of 10,337 shares — an estimated $410K sold.

BSW Wealth Partners first reported a position in XLP in Q2 2013 and held it in 1 quarter. The position peaked at $410K in Q2 2013. 284 funds tracked by Wall St. Rank hold XLP as of Q3 2013.

BSW Wealth Partners reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2013 after selling out during the quarter.
BSW Wealth Partners sold 10,337 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2013, an estimated $410K.
BSW Wealth Partners first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2013 and held it in 1 quarter.
BSW Wealth Partners's State Street Consumer Staples Select Sector SPDR ETF position peaked at $410K in Q2 2013.
284 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2013.

Based on BSW Wealth Partners's 13F filing for Q3 2013, filed 13 Nov 2013.