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Equity Investment Corp’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Equity Investment Corp’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
2017
Q1 		– Sell
-12,420
Closed -$302K – 42
2016
Q4 		$302K Buy
+12,420
New +$297K 0.01% 39

Other funds holding XLU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Equity Investment Corp's XLU Position: Q1 2017 in Review

Equity Investment Corp sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2017, closing a stake of 12,420 shares — an estimated $302K sold.

Equity Investment Corp first reported a position in XLU in Q4 2016 and held it in 1 quarter. The position peaked at $302K in Q4 2016. 516 funds tracked by Wall St. Rank hold XLU as of Q1 2017.

  • Equity Investment Corp reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2017 after selling out during the quarter.
  • Equity Investment Corp sold 12,420 State Street Utilities Select Sector SPDR ETF shares in Q1 2017, an estimated $302K.
  • Equity Investment Corp first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2016 and held it in 1 quarter.
  • Equity Investment Corp's State Street Utilities Select Sector SPDR ETF position peaked at $302K in Q4 2016.
  • 516 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2017.

Based on Equity Investment Corp's 13F filing for Q1 2017, filed 9 May 2017.