Cedar Brook Financial Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Cedar Brook Financial Partners’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
2019 Q4	–	Sell	-11,104	Closed	-$359K	–	329
2019 Q3	$359K	Buy	11,104 +1,088	+11%	+$33.6K	0.16%	185
2019 Q2	$299K	Sell	10,016 -1,924	-16%	-$56.5K	0.14%	204
2019 Q1	$347K	Buy	11,940 +118	+1%	+$3.28K	0.17%	183
2018 Q4	$313K	Buy	+11,822	New	+$321K	0.19%	167

Other funds holding XLU

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

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

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

Citigroup New York $235B AUM 32.99% 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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Cedar Brook Financial Partners's XLU Position: Q4 2019 in Review

Cedar Brook Financial Partners sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2019, closing a stake of 11,104 shares — an estimated $359K sold.

Cedar Brook Financial Partners first reported a position in XLU in Q4 2018 and held it in 4 quarters. The position peaked at $359K in Q3 2019. 852 funds tracked by Wall St. Rank hold XLU as of Q4 2019.

Cedar Brook Financial Partners reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2019 after selling out during the quarter.
Cedar Brook Financial Partners sold 11,104 State Street Utilities Select Sector SPDR ETF shares in Q4 2019, an estimated $359K.
Cedar Brook Financial Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2018 and held it in 4 quarters.
Cedar Brook Financial Partners's State Street Utilities Select Sector SPDR ETF position peaked at $359K in Q3 2019.
852 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2019.

Based on Cedar Brook Financial Partners's 13F filing for Q4 2019, filed 6 Feb 2020.