Capital Guardian Trust’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Capital Guardian Trust’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
2017 Q2	–	Sell	-1,626	Closed	-$42K	–	562
2017 Q1	$42K	Hold	1,626	–	–	﹤0.01%	438
2016 Q4	$39K	Hold	1,626	–	–	﹤0.01%	473
2016 Q3	$40K	Hold	1,626	–	–	﹤0.01%	452
2016 Q2	$43K	Hold	1,626	–	–	﹤0.01%	444
2016 Q1	$40K	Buy	+1,626	New	+$37.5K	﹤0.01%	453

Other funds holding XLU

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

Capital Guardian Trust's XLU Position: Q2 2017 in Review

Capital Guardian Trust sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2017, closing a stake of 1,626 shares — an estimated $42K sold.

Capital Guardian Trust first reported a position in XLU in Q1 2016 and held it in 5 quarters. The position peaked at $43K in Q2 2016. 530 funds tracked by Wall St. Rank hold XLU as of Q2 2017.

Capital Guardian Trust reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2017 after selling out during the quarter.
Capital Guardian Trust sold 1,626 State Street Utilities Select Sector SPDR ETF shares in Q2 2017, an estimated $42K.
Capital Guardian Trust first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2016 and held it in 5 quarters.
Capital Guardian Trust's State Street Utilities Select Sector SPDR ETF position peaked at $43K in Q2 2016.
530 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2017.

Based on Capital Guardian Trust's 13F filing for Q2 2017, filed 14 Aug 2017.