Constellation Wealth Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Constellation Wealth Advisors’s Portfolio XLY Stock Details XLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-7,156	Closed	-$239K	–	198
2014 Q3	$239K	Buy	+7,156	New	+$242K	0.02%	185
2014 Q1	–	Sell	-108,756	Closed	-$3.63M	–	208
2013 Q4	$3.63M	Buy	108,756 +16,646	+18%	+$530K	0.35%	69
2013 Q3	$2.79M	Buy	92,110 +19,508	+27%	+$579K	0.32%	74
2013 Q2	$2.05M	Buy	+72,602	New	+$2.01M	0.25%	89

Other funds holding XLY

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

MAA

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

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

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

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

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FSIM

F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Constellation Wealth Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2014, closing a stake of 7,156 shares — an estimated $239K sold.

Constellation Wealth Advisors first reported a position in XLY in Q2 2013 and held it in 4 quarters. The position peaked at $3.63M in Q4 2013. 403 funds tracked by Wall St. Rank hold XLY as of Q4 2014.

Constellation Wealth Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2014 after selling out during the quarter.
Constellation Wealth Advisors sold 7,156 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2014, an estimated $239K.
Constellation Wealth Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2013 and held it in 4 quarters.
Constellation Wealth Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $3.63M in Q4 2013.
403 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2014.

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