Harfst & Associates’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Harfst & Associates’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
2016 Q4	–	Sell	-3,860	Closed	-$205K	–	77
2016 Q3	$205K	Hold	3,860	–	–	0.11%	70
2016 Q2	$212K	Buy	+3,860	New	+$205K	0.09%	95
2016 Q1	–	Sell	-3,860	Closed	-$194K	–	253
2015 Q4	$194K	Hold	3,860	–	–	0.08%	97
2015 Q3	$182K	Buy	+3,860	New	+$188K	0.08%	100

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Harfst & Associates's XLP Position: Q4 2016 in Review

Harfst & Associates sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2016, closing a stake of 3,860 shares — an estimated $205K sold.

Harfst & Associates first reported a position in XLP in Q3 2015 and held it in 4 quarters. The position peaked at $212K in Q2 2016. 483 funds tracked by Wall St. Rank hold XLP as of Q4 2016.

Harfst & Associates reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2016 after selling out during the quarter.
Harfst & Associates sold 3,860 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2016, an estimated $205K.
Harfst & Associates first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2015 and held it in 4 quarters.
Harfst & Associates's State Street Consumer Staples Select Sector SPDR ETF position peaked at $212K in Q2 2016.
483 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2016.

Based on Harfst & Associates's 13F filing for Q4 2016, filed 3 Feb 2017.