Gary Goldberg Planning Services’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Gary Goldberg Planning Services’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
2014 Q4	$154K	Sell	6,522 -1,620	-20%	-$36.7K	0.06%	117
2014 Q3	$171K	Sell	8,142 -564	-6%	-$11.9K	0.07%	121
2014 Q2	$193K	Sell	8,706 -386	-4%	-$8.21K	0.08%	118
2014 Q1	$188K	Buy	9,092 +1,206	+15%	+$23.8K	0.09%	108
2013 Q4	$150K	Buy	7,886 +46	+0.6%	+$880	0.09%	106
2013 Q3	$146K	Sell	7,840 -416	-5%	-$7.93K	0.09%	108
2013 Q2	$155K	Buy	+8,256	New	+$162K	0.1%	90

Other funds holding XLU

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

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

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

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

Gary Goldberg Planning Services reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 20% in Q4 2014, selling an estimated $36.7K and leaving 6,522 shares worth $154K. The position accounts for 0.06% of the portfolio, ranked #117.

Gary Goldberg Planning Services first reported a position in XLU in Q2 2013 and has held it in 7 quarters since. The position peaked at $193K in Q2 2014. 458 funds tracked by Wall St. Rank hold XLU as of Q4 2014.

Gary Goldberg Planning Services held 6,522 shares of State Street Utilities Select Sector SPDR ETF worth $154K as of Q4 2014.
Gary Goldberg Planning Services sold 1,620 State Street Utilities Select Sector SPDR ETF shares in Q4 2014, an estimated $36.7K.
State Street Utilities Select Sector SPDR ETF made up 0.06% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #117 holding.
Gary Goldberg Planning Services first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's State Street Utilities Select Sector SPDR ETF position peaked at $193K in Q2 2014.
458 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2014.

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