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Detwiler Fenton Investment Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Detwiler Fenton Investment Management’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-24,568
Closed -$462K – 123
2013
Q2 		$462K Buy
+24,568
New +$481K 0.47% 59

Other funds holding XLU

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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $5B AUM 26.58% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Detwiler Fenton Investment Management's XLU Position: Q3 2013 in Review

Detwiler Fenton Investment Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2013, closing a stake of 24,568 shares — an estimated $462K sold.

Detwiler Fenton Investment Management first reported a position in XLU in Q2 2013 and held it in 1 quarter. The position peaked at $462K in Q2 2013. 330 funds tracked by Wall St. Rank hold XLU as of Q3 2013.

  • Detwiler Fenton Investment Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2013 after selling out during the quarter.
  • Detwiler Fenton Investment Management sold 24,568 State Street Utilities Select Sector SPDR ETF shares in Q3 2013, an estimated $462K.
  • Detwiler Fenton Investment Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2013 and held it in 1 quarter.
  • Detwiler Fenton Investment Management's State Street Utilities Select Sector SPDR ETF position peaked at $462K in Q2 2013.
  • 330 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2013.

Based on Detwiler Fenton Investment Management's 13F filing for Q3 2013, filed 19 Mar 2014.