Gary Goldberg Planning Services’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Gary Goldberg Planning Services’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
2014 Q4	$545K	Sell	11,240 -30	-0.3%	-$1.42K	0.23%	62
2014 Q3	$508K	Sell	11,270 -100	-0.9%	-$4.49K	0.21%	65
2014 Q2	$507K	Sell	11,370 -185	-2%	-$8.18K	0.22%	66
2014 Q1	$498K	Sell	11,555 -1,020	-8%	-$42.8K	0.24%	60
2013 Q4	$540K	Sell	12,575 -390	-3%	-$16.4K	0.31%	52
2013 Q3	$516K	Sell	12,965 -35,744	-73%	-$1.46M	0.31%	54
2013 Q2	$1.93M	Buy	+48,709	New	+$1.98M	1.23%	24

Other funds holding XLP

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

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

Goldman Sachs New York $871B AUM 31.28% 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

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

MAA

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

Tiedemann Trust Wilmington, Delaware $542M AUM 1.38% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Gary Goldberg Planning Services's XLP Position: Q4 2014 in Review

Gary Goldberg Planning Services reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 0.27% in Q4 2014, selling an estimated $1.42K and leaving 11,240 shares worth $545K. The position accounts for 0.23% of the portfolio, ranked #62.

Gary Goldberg Planning Services first reported a position in XLP in Q2 2013 and has held it in 7 quarters since. The position peaked at $1.93M in Q2 2013. 421 funds tracked by Wall St. Rank hold XLP as of Q4 2014.

Gary Goldberg Planning Services held 11,240 shares of State Street Consumer Staples Select Sector SPDR ETF worth $545K as of Q4 2014.
Gary Goldberg Planning Services sold 30 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2014, an estimated $1.42K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.23% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #62 holding.
Gary Goldberg Planning Services first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.93M in Q2 2013.
421 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.