Edmond de Rothschild Private Merchant Banking’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Edmond de Rothschild Private Merchant Banking’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
2016 Q3	$9K	Buy	+362	New	+$9.19K	0.03%	23

Other funds holding XLU

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

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

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

SGI

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

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

Edmond de Rothschild Private Merchant Banking's XLU Position: Q3 2016 in Review

Edmond de Rothschild Private Merchant Banking opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2016: 362 shares worth $9K. The stake represents 0.03% of the portfolio and ranks #23 among its holdings.

503 funds tracked by Wall St. Rank hold XLU as of Q3 2016.

Edmond de Rothschild Private Merchant Banking held 362 shares of State Street Utilities Select Sector SPDR ETF worth $9K as of Q3 2016.
State Street Utilities Select Sector SPDR ETF was a new Edmond de Rothschild Private Merchant Banking position in Q3 2016.
State Street Utilities Select Sector SPDR ETF made up 0.03% of Edmond de Rothschild Private Merchant Banking's portfolio in Q3 2016, its #23 holding.
503 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2016.

Based on Edmond de Rothschild Private Merchant Banking's 13F filing for Q3 2016, filed 14 Nov 2016.