Cetera Investment Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Cetera Investment Management’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
2017 Q2	–	Sell	-6,245	Closed	-$341K	–	99
2017 Q1	$341K	Buy	+6,245	New	+$336K	0.39%	89
2016 Q4	–	Sell	-7,072	Closed	-$376K	–	122
2016 Q3	$376K	Sell	7,072 -3,019	-30%	-$164K	0.24%	94
2016 Q2	$557K	Sell	10,091 -7,314	-42%	-$389K	0.33%	87
2016 Q1	$926K	Sell	17,405 -5,169	-23%	-$263K	0.48%	78
2015 Q4	$1.15M	Buy	+22,574	New	+$1.12M	0.46%	85

Other funds holding XLP

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

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

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

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

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 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

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

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

ECM

Element Capital Management New York $1.05B AUM 5.05% 1-Year Est. Return

Cetera Investment Management's XLP Position: Q2 2017 in Review

Cetera Investment Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2017, closing a stake of 6,245 shares — an estimated $341K sold.

Cetera Investment Management first reported a position in XLP in Q4 2015 and held it in 5 quarters. The position peaked at $1.15M in Q4 2015. 495 funds tracked by Wall St. Rank hold XLP as of Q2 2017.

Cetera Investment Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q2 2017 after selling out during the quarter.
Cetera Investment Management sold 6,245 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2017, an estimated $341K.
Cetera Investment Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2015 and held it in 5 quarters.
Cetera Investment Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.15M in Q4 2015.
495 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2017.

Based on Cetera Investment Management's 13F filing for Q2 2017, filed 14 Aug 2017.