Elite Wealth Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Elite Wealth Management’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 Q1	–	Sell	-50	Closed	-$2K	–	678
2013 Q4	$2K	Buy	50 +1	+2%	+$42	﹤0.01%	713
2013 Q3	$2K	Hold	49	–	–	﹤0.01%	388
2013 Q2	$2K	Buy	+49	New	+$1.99K	﹤0.01%	285

Other funds holding XLP

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

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

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

Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Elite Wealth Management's XLP Position: Q1 2014 in Review

Elite Wealth Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2014, closing a stake of 50 shares — an estimated $2K sold.

Elite Wealth Management first reported a position in XLP in Q2 2013 and held it in 3 quarters. The position peaked at $2K in Q4 2013. 318 funds tracked by Wall St. Rank hold XLP as of Q1 2014.

Elite Wealth Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2014 after selling out during the quarter.
Elite Wealth Management sold 50 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2014, an estimated $2K.
Elite Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2013 and held it in 3 quarters.
Elite Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $2K in Q4 2013.
318 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.