Constellation Wealth Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Constellation Wealth 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
2014 Q4	–	Sell	-5,322	Closed	-$240K	–	197
2014 Q3	$240K	Sell	5,322 -13,683	-72%	-$614K	0.02%	183
2014 Q2	$848K	Buy	+19,005	New	+$841K	0.1%	110
2014 Q1	–	Sell	-80,594	Closed	-$3.46M	–	207
2013 Q4	$3.46M	Buy	+80,594	New	+$3.4M	0.33%	75
2013 Q3	–	Sell	-49,982	Closed	-$1.98M	–	199
2013 Q2	$1.98M	Buy	+49,982	New	+$2.03M	0.24%	92

Other funds holding XLP

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Tiedemann Trust Wilmington, Delaware $542M AUM 1.38% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Constellation Wealth Advisors's XLP Position: Q4 2014 in Review

Constellation Wealth Advisors sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2014, closing a stake of 5,322 shares — an estimated $240K sold.

Constellation Wealth Advisors first reported a position in XLP in Q2 2013 and held it in 4 quarters. The position peaked at $3.46M in Q4 2013. 422 funds tracked by Wall St. Rank hold XLP as of Q4 2014.

Constellation Wealth Advisors reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2014 after selling out during the quarter.
Constellation Wealth Advisors sold 5,322 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2014, an estimated $240K.
Constellation Wealth Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2013 and held it in 4 quarters.
Constellation Wealth Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $3.46M in Q4 2013.
422 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2014.

Based on Constellation Wealth Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.