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

Columbia Capital’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
2014 Q4	$622K	Buy	+26,344	New	+$596K	0.68%	60

Other funds holding XLU

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

Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return

Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Columbia Capital's XLU Position: Q4 2014 in Review

Columbia Capital opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2014: 26,344 shares worth $622K. The stake represents 0.68% of the portfolio and ranks #60 among its holdings.

458 funds tracked by Wall St. Rank hold XLU as of Q4 2014.

Columbia Capital held 26,344 shares of State Street Utilities Select Sector SPDR ETF worth $622K as of Q4 2014.
State Street Utilities Select Sector SPDR ETF was a new Columbia Capital position in Q4 2014.
State Street Utilities Select Sector SPDR ETF made up 0.68% of Columbia Capital's portfolio in Q4 2014, its #60 holding.
458 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2014.

Based on Columbia Capital's 13F filing for Q4 2014, filed 11 Feb 2015.