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

Convergent 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
2015 Q3	$4.18M	Buy	+112,688	New	+$4.33M	0.95%	17
2015 Q2	–	Sell	-32,540	Closed	-$1.23M	–	48
2015 Q1	$1.23M	Buy	+32,540	New	+$1.2M	0.18%	28

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

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

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

Convergent Wealth Advisors's XLY Position: Q3 2015 in Review

Convergent Wealth Advisors opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2015: 112,688 shares worth $4.18M. The stake represents 0.95% of the portfolio and ranks #17 among its holdings. This is a return to the name: Convergent Wealth Advisors previously reported a position in XLY as recently as Q1 2015.

Convergent Wealth Advisors first reported a position in XLY in Q1 2015 and has held it in 2 quarters since. 428 funds tracked by Wall St. Rank hold XLY as of Q3 2015.

Convergent Wealth Advisors held 112,688 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $4.18M as of Q3 2015.
State Street Consumer Discretionary Select Sector SPDR ETF was a new Convergent Wealth Advisors position in Q3 2015.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.95% of Convergent Wealth Advisors's portfolio in Q3 2015, its #17 holding.
Convergent Wealth Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2015 and has held it in 2 quarters since.
428 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2015.

Based on Convergent Wealth Advisors's 13F filing for Q3 2015, filed 16 Nov 2015.