Elite Wealth Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Elite Wealth Management’s Portfolio XLY Stock Details XLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-200	Closed	-$7K	–	719
2014 Q2	$7K	Buy	+200	New	+$6.49K	0.01%	271
2014 Q1	–	Sell	-7,378	Closed	-$247K	–	681
2013 Q4	$247K	Sell	7,378 -12,010	-62%	-$382K	0.18%	66
2013 Q3	$588K	Buy	+19,388	New	+$575K	0.52%	43

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MAA

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Commerzbank Aktiengesellschaft Frankfurt, Germany $5B AUM 26.58% 1-Year Est. Return

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

Elite Wealth Management's XLY Position: Q3 2014 in Review

Elite Wealth Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2014, closing a stake of 200 shares — an estimated $7K sold.

Elite Wealth Management first reported a position in XLY in Q3 2013 and held it in 3 quarters. The position peaked at $588K in Q3 2013. 319 funds tracked by Wall St. Rank hold XLY as of Q3 2014.

Elite Wealth Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q3 2014 after selling out during the quarter.
Elite Wealth Management sold 200 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2014, an estimated $7K.
Elite Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2013 and held it in 3 quarters.
Elite Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $588K in Q3 2013.
319 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2014.

Based on Elite Wealth Management's 13F filing for Q3 2014, filed 23 Nov 2016.