DWM
IPS

Darwin Wealth Management’s SPDR S&P International Consumer Staples Sector IPS Stock Holding History

Darwin Wealth Management’s Portfolio IPS Stock Details IPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-6,906
Closed -$306K – 127
2016
Q3 		$306K Sell
6,906
-1,143
-14% -$50.1K 0.24% 71
2016
Q2 		$352K Buy
+8,049
New +$346K 0.3% 67

Other funds holding IPS

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WI
Wintrust Investments Chicago, Illinois $114M AUM 21.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IC
InterOcean Capital Chicago, Illinois $1.32B AUM 8.47% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Darwin Wealth Management's IPS Position: Q4 2016 in Review

Darwin Wealth Management sold out of SPDR S&P International Consumer Staples Sector (IPS) in Q4 2016, closing a stake of 6,906 shares — an estimated $306K sold.

Darwin Wealth Management first reported a position in IPS in Q2 2016 and held it in 2 quarters. The position peaked at $352K in Q2 2016. 19 funds tracked by Wall St. Rank hold IPS as of Q4 2016.

  • Darwin Wealth Management reported no remaining SPDR S&P International Consumer Staples Sector position as of Q4 2016 after selling out during the quarter.
  • Darwin Wealth Management sold 6,906 SPDR S&P International Consumer Staples Sector shares in Q4 2016, an estimated $306K.
  • Darwin Wealth Management first reported a position in SPDR S&P International Consumer Staples Sector in Q2 2016 and held it in 2 quarters.
  • Darwin Wealth Management's SPDR S&P International Consumer Staples Sector position peaked at $352K in Q2 2016.
  • 19 funds tracked by Wall St. Rank held SPDR S&P International Consumer Staples Sector as of Q4 2016.

Based on Darwin Wealth Management's 13F filing for Q4 2016, filed 9 Jan 2017.