Convergent Wealth Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
CA
MAA
CS
Convergent Wealth Advisors's XLU Position: Q2 2015 in Review
Convergent Wealth Advisors sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2015, closing a stake of 13,008 shares — an estimated $289K sold.
Convergent Wealth Advisors first reported a position in XLU in Q1 2015 and held it in 1 quarter. The position peaked at $289K in Q1 2015. 423 funds tracked by Wall St. Rank hold XLU as of Q2 2015.
- Convergent Wealth Advisors reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2015 after selling out during the quarter.
- Convergent Wealth Advisors sold 13,008 State Street Utilities Select Sector SPDR ETF shares in Q2 2015, an estimated $289K.
- Convergent Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2015 and held it in 1 quarter.
- Convergent Wealth Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $289K in Q1 2015.
- 423 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2015.
Based on Convergent Wealth Advisors's 13F filing for Q2 2015, filed 13 Aug 2015.