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DSC Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

DSC Advisors’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
-262,000
Closed -$4.93M – 69
2013
Q2 		$4.93M Buy
+262,000
New +$5.13M 3.26% 9

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DSC Advisors's XLU Position: Q3 2013 in Review

DSC Advisors sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2013, closing a stake of 262,000 shares — an estimated $4.93M sold.

DSC Advisors first reported a position in XLU in Q2 2013 and held it in 1 quarter. The position peaked at $4.93M in Q2 2013. 330 funds tracked by Wall St. Rank hold XLU as of Q3 2013.

  • DSC Advisors reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2013 after selling out during the quarter.
  • DSC Advisors sold 262,000 State Street Utilities Select Sector SPDR ETF shares in Q3 2013, an estimated $4.93M.
  • DSC Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2013 and held it in 1 quarter.
  • DSC Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $4.93M in Q2 2013.
  • 330 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2013.

Based on DSC Advisors's 13F filing for Q3 2013, filed 14 Nov 2013.