Foster Victor Wealth Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Foster Victor Wealth Advisors’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
2020 Q1	–	Sell	-4,923	Closed	-$307K	–	120
2019 Q4	$307K	Buy	+4,923	New	+$303K	0.13%	87

Other funds holding XLP

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

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

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

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Foster Victor Wealth Advisors's XLP Position: Q1 2020 in Review

Foster Victor Wealth Advisors sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2020, closing a stake of 4,923 shares — an estimated $307K sold.

Foster Victor Wealth Advisors first reported a position in XLP in Q4 2019 and held it in 1 quarter. The position peaked at $307K in Q4 2019. 755 funds tracked by Wall St. Rank hold XLP as of Q1 2020.

Foster Victor Wealth Advisors reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
Foster Victor Wealth Advisors sold 4,923 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2020, an estimated $307K.
Foster Victor Wealth Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2019 and held it in 1 quarter.
Foster Victor Wealth Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $307K in Q4 2019.
755 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2020.

Based on Foster Victor Wealth Advisors's 13F filing for Q1 2020, filed 29 Apr 2020.