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Clear Perspective Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Clear Perspective Advisors’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
2018
Q3 		– Sell
-986
Closed -$51K – 454
2018
Q2 		$51K Hold
986
– – 0.04% 248
2018
Q1 		$52K Sell
986
-75
-7% -$4.13K 0.04% 239
2017
Q4 		$60K Buy
1,061
+44
+4% +$2.42K 0.05% 223
2017
Q3 		$55K Buy
1,017
+17
+2% +$934 0.04% 225
2017
Q2 		$55K Hold
1,000
– – 0.05% 212
2017
Q1 		$55K Hold
1,000
– – 0.04% 207
2016
Q4 		$52K Buy
+1,000
New +$51.8K 0.03% 200

Other funds holding XLP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $1.86B AUM 15.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
ECM
Element Capital Management New York $255M AUM 5.05% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return