Carlton Hofferkamp & Jenks Wealth Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q2
Sell
-10,300
Closed -$388K 69
2015
Q1
$388K Buy
10,300
+200
+2% +$7.35K 0.39% 51
2014
Q4
$364K Buy
+10,100
New +$346K 0.32% 50

Other funds holding XLY

Carlton Hofferkamp & Jenks Wealth Management's XLY Position: Q2 2015 in Review

Carlton Hofferkamp & Jenks Wealth Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2015, closing a stake of 10,300 shares — an estimated $388K sold.

Carlton Hofferkamp & Jenks Wealth Management first reported a position in XLY in Q4 2014 and held it in 2 quarters. The position peaked at $388K in Q1 2015. 432 funds tracked by Wall St. Rank hold XLY as of Q2 2015.

  • Carlton Hofferkamp & Jenks Wealth Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2015 after selling out during the quarter.
  • Carlton Hofferkamp & Jenks Wealth Management sold 10,300 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2015, an estimated $388K.
  • Carlton Hofferkamp & Jenks Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2014 and held it in 2 quarters.
  • Carlton Hofferkamp & Jenks Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $388K in Q1 2015.
  • 432 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2015.

Based on Carlton Hofferkamp & Jenks Wealth Management's 13F filing for Q2 2015, filed 10 Jul 2015.