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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q2
Sell
-688
Closed -$22K 149
2014
Q1
$22K Buy
+688
New +$22.4K 0.02% 106

Other funds holding XLY

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

EFG Asset Management (Americas) sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2014, closing a stake of 688 shares — an estimated $22K sold.

EFG Asset Management (Americas) first reported a position in XLY in Q1 2014 and held it in 1 quarter. The position peaked at $22K in Q1 2014. 299 funds tracked by Wall St. Rank hold XLY as of Q2 2014.

  • EFG Asset Management (Americas) reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2014 after selling out during the quarter.
  • EFG Asset Management (Americas) sold 688 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2014, an estimated $22K.
  • EFG Asset Management (Americas) first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2014 and held it in 1 quarter.
  • EFG Asset Management (Americas)'s State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $22K in Q1 2014.
  • 299 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2014.

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