Essex Financial Services’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Essex Financial Services’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
2016 Q1	–	Sell	-5,420	Closed	-$212K	–	327
2015 Q4	$212K	Buy	+5,420	New	+$215K	0.05%	290
2014 Q2	–	Sell	-6,674	Closed	-$216K	–	314
2014 Q1	$216K	Hold	6,674	–	–	0.07%	258
2013 Q4	$223K	Buy	+6,674	New	+$212K	0.08%	248

Other funds holding XLY

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

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

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Essex Financial Services's XLY Position: Q1 2016 in Review

Essex Financial Services sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2016, closing a stake of 5,420 shares — an estimated $212K sold.

Essex Financial Services first reported a position in XLY in Q4 2013 and held it in 3 quarters. The position peaked at $223K in Q4 2013. 450 funds tracked by Wall St. Rank hold XLY as of Q1 2016.

Essex Financial Services reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2016 after selling out during the quarter.
Essex Financial Services sold 5,420 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2016, an estimated $212K.
Essex Financial Services first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2013 and held it in 3 quarters.
Essex Financial Services's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $223K in Q4 2013.
450 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2016.

Based on Essex Financial Services's 13F filing for Q1 2016, filed 11 May 2016.