Convergent Wealth Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History
Bought
Maintained
Sold
Other funds holding XLP
CI
TT
SGI
Convergent Wealth Advisors's XLP Position: Q3 2015 in Review
Convergent Wealth Advisors opened a new position in State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2015: 69,229 shares worth $3.27M. The stake represents 0.74% of the portfolio and ranks #19 among its holdings. This is a return to the name: Convergent Wealth Advisors previously reported a position in XLP as recently as Q1 2015.
Convergent Wealth Advisors first reported a position in XLP in Q1 2015 and has held it in 2 quarters since. 397 funds tracked by Wall St. Rank hold XLP as of Q3 2015.
- Convergent Wealth Advisors held 69,229 shares of State Street Consumer Staples Select Sector SPDR ETF worth $3.27M as of Q3 2015.
- State Street Consumer Staples Select Sector SPDR ETF was a new Convergent Wealth Advisors position in Q3 2015.
- State Street Consumer Staples Select Sector SPDR ETF made up 0.74% of Convergent Wealth Advisors's portfolio in Q3 2015, its #19 holding.
- Convergent Wealth Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2015 and has held it in 2 quarters since.
- 397 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2015.
Based on Convergent Wealth Advisors's 13F filing for Q3 2015, filed 16 Nov 2015.