EFG Asset Management (Americas)’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

EFG Asset Management (Americas)’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
2014 Q2	–	Sell	-400	Closed	-$17K	–	146
2014 Q1	$17K	Buy	+400	New	+$16.8K	0.01%	114

Other funds holding XLP

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return

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

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

Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return

Tiedemann Trust Wilmington, Delaware $542M AUM 1.38% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

EFG Asset Management (Americas)'s XLP Position: Q2 2014 in Review

EFG Asset Management (Americas) sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2014, closing a stake of 400 shares — an estimated $17K sold.

EFG Asset Management (Americas) first reported a position in XLP in Q1 2014 and held it in 1 quarter. The position peaked at $17K in Q1 2014. 341 funds tracked by Wall St. Rank hold XLP as of Q2 2014.

EFG Asset Management (Americas) reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q2 2014 after selling out during the quarter.
EFG Asset Management (Americas) sold 400 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2014, an estimated $17K.
EFG Asset Management (Americas) first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2014 and held it in 1 quarter.
EFG Asset Management (Americas)'s State Street Consumer Staples Select Sector SPDR ETF position peaked at $17K in Q1 2014.
341 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2014.

Based on EFG Asset Management (Americas)'s 13F filing for Q2 2014, filed 30 Jul 2014.