FBB
XLP icon

Fulton Breakefield Broenniman’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Fulton Breakefield Broenniman’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
2015
Q3 		– Sell
-10,557
Closed -$503K – 126
2015
Q2 		$503K Sell
10,557
-252
-2% -$12.3K 0.11% 113
2015
Q1 		$527K Buy
10,809
+234
+2% +$11.5K 0.12% 116
2014
Q4 		$513K Buy
10,575
+4
+0% +$189 0.11% 122
2014
Q3 		$477K Buy
10,571
+6
+0.1% +$269 0.11% 120
2014
Q2 		$471K Sell
10,565
-149
-1% -$6.59K 0.11% 120
2014
Q1 		$461K Sell
10,714
-157
-1% -$6.59K 0.12% 118
2013
Q4 		$467K Sell
10,871
-446
-4% -$18.8K 0.12% 124
2013
Q3 		$450K Buy
11,317
+666
+6% +$27.1K 0.12% 127
2013
Q2 		$422K Buy
+10,651
New +$433K 0.12% 124

Other funds holding XLP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
TT
Tiedemann Trust Wilmington, Delaware $542M AUM 1.38% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $1.86B AUM 15.66% 1-Year Est. Return