Godshalk Welsh Capital Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q1
Sell
-200
Closed -$5K 252
2014
Q4
$5K Buy
+200
New +$4.53K ﹤0.01% 274

Other funds holding XLU

Godshalk Welsh Capital Management's XLU Position: Q1 2015 in Review

Godshalk Welsh Capital Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2015, closing a stake of 200 shares — an estimated $5K sold.

Godshalk Welsh Capital Management first reported a position in XLU in Q4 2014 and held it in 1 quarter. The position peaked at $5K in Q4 2014. 457 funds tracked by Wall St. Rank hold XLU as of Q1 2015.

  • Godshalk Welsh Capital Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2015 after selling out during the quarter.
  • Godshalk Welsh Capital Management sold 200 State Street Utilities Select Sector SPDR ETF shares in Q1 2015, an estimated $5K.
  • Godshalk Welsh Capital Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2014 and held it in 1 quarter.
  • Godshalk Welsh Capital Management's State Street Utilities Select Sector SPDR ETF position peaked at $5K in Q4 2014.
  • 457 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2015.

Based on Godshalk Welsh Capital Management's 13F filing for Q1 2015, filed 12 May 2015.