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Detwiler Fenton Investment Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Detwiler Fenton Investment Management’s Portfolio XLP Stock Details XLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-4,866
Closed -$236K – 91
2014
Q4 		$236K Buy
+4,866
New +$230K 0.27% 61

Other funds holding XLP

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
TT
Tiedemann Trust Wilmington, Delaware $542M AUM 1.38% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Detwiler Fenton Investment Management's XLP Position: Q1 2015 in Review

Detwiler Fenton Investment Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2015, closing a stake of 4,866 shares — an estimated $236K sold.

Detwiler Fenton Investment Management first reported a position in XLP in Q4 2014 and held it in 1 quarter. The position peaked at $236K in Q4 2014. 421 funds tracked by Wall St. Rank hold XLP as of Q1 2015.

  • Detwiler Fenton Investment Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2015 after selling out during the quarter.
  • Detwiler Fenton Investment Management sold 4,866 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2015, an estimated $236K.
  • Detwiler Fenton Investment Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2014 and held it in 1 quarter.
  • Detwiler Fenton Investment Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $236K in Q4 2014.
  • 421 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2015.

Based on Detwiler Fenton Investment Management's 13F filing for Q1 2015, filed 7 May 2015.