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Guidant Wealth Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Guidant Wealth Advisors’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
2017
Q4 		– Sell
-760
Closed -$20K – 210
2017
Q3 		$20K Buy
+760
New +$20.4K 0.01% 117

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Guidant Wealth Advisors's XLU Position: Q4 2017 in Review

Guidant Wealth Advisors sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2017, closing a stake of 760 shares — an estimated $20K sold.

Guidant Wealth Advisors first reported a position in XLU in Q3 2017 and held it in 1 quarter. The position peaked at $20K in Q3 2017. 585 funds tracked by Wall St. Rank hold XLU as of Q4 2017.

  • Guidant Wealth Advisors reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2017 after selling out during the quarter.
  • Guidant Wealth Advisors sold 760 State Street Utilities Select Sector SPDR ETF shares in Q4 2017, an estimated $20K.
  • Guidant Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2017 and held it in 1 quarter.
  • Guidant Wealth Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $20K in Q3 2017.
  • 585 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2017.

Based on Guidant Wealth Advisors's 13F filing for Q4 2017, filed 18 Jan 2018.