Cornerstone Financial Partners’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Cornerstone Financial Partners’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
2017 Q4	$14.3M	Sell	289,588 -3,268	-1%	-$154K	4.67%	4
2017 Q3	$13.2M	Buy	292,856 +1,764	+0.6%	+$79.3K	5%	4
2017 Q2	$13M	Buy	291,092 +1,436	+0.5%	+$64.3K	5.14%	4
2017 Q1	$12.7M	Sell	289,656 -11,268	-4%	-$483K	4.26%	4
2016 Q4	$12.2M	Buy	300,924 +8,046	+3%	+$325K	3.92%	4
2016 Q3	$11.7M	Sell	292,878 -8,798	-3%	-$354K	4.1%	5
2016 Q2	$11.8M	Sell	301,676 -6,004	-2%	-$236K	4.17%	4
2016 Q1	$12.2M	Buy	307,680 +83,356	+37%	+$3.11M	4.72%	3
2015 Q4	$8.77M	Buy	+224,324	New	+$8.9M	3.24%	4

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cornerstone Financial Partners's XLY Position: Q4 2017 in Review

Cornerstone Financial Partners reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 1.1% in Q4 2017, selling an estimated $154K and leaving 289,588 shares worth $14.3M. The position accounts for 4.67% of the portfolio, ranked #4.

Cornerstone Financial Partners first reported a position in XLY in Q4 2015 and has held it in 9 quarters since. 607 funds tracked by Wall St. Rank hold XLY as of Q4 2017.

Cornerstone Financial Partners held 289,588 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $14.3M as of Q4 2017.
Cornerstone Financial Partners sold 3,268 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2017, an estimated $154K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 4.67% of Cornerstone Financial Partners's portfolio in Q4 2017, its #4 holding.
Cornerstone Financial Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2015 and has held it in 9 quarters since.
607 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2017.

Based on Cornerstone Financial Partners's 13F filing for Q4 2017, filed 22 Jan 2018.