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BTR Capital Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

BTR Capital Management’s Portfolio XLY Stock Details XLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-7,850
Closed -$296K – 161
2015
Q1 		$296K Hold
7,850
– – 0.07% 128
2014
Q4 		$283K Sell
7,850
-7,000
-47% -$240K 0.08% 112
2014
Q3 		$495K Buy
14,850
+350
+2% +$11.8K 0.14% 92
2014
Q2 		$484K Buy
14,500
+1,350
+10% +$43.8K 0.13% 91
2014
Q1 		$426K Buy
13,150
+2,550
+24% +$83.1K 0.12% 98
2013
Q4 		$354K Buy
+10,600
New +$337K 0.1% 105

Other funds holding XLY

MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return