Hirtle Callaghan & Co’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Hirtle Callaghan & Co’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	–	Sell	-370	Closed	-$8K	–	618
2014 Q3	$8K	Buy	+370	New	+$7.84K	﹤0.01%	480
2014 Q2	–	Sell	-400	Closed	-$8K	–	678
2014 Q1	$8K	Hold	400	–	–	﹤0.01%	504
2013 Q4	$8K	Buy	+400	New	+$7.65K	﹤0.01%	483

Other funds holding XLU

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

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

Commerzbank Aktiengesellschaft Frankfurt, Germany $5B AUM 26.58% 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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Hirtle Callaghan & Co's XLU Position: Q4 2014 in Review

Hirtle Callaghan & Co sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2014, closing a stake of 370 shares — an estimated $8K sold.

Hirtle Callaghan & Co first reported a position in XLU in Q4 2013 and held it in 3 quarters. The position peaked at $8K in Q3 2014. 458 funds tracked by Wall St. Rank hold XLU as of Q4 2014.

Hirtle Callaghan & Co reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2014 after selling out during the quarter.
Hirtle Callaghan & Co sold 370 State Street Utilities Select Sector SPDR ETF shares in Q4 2014, an estimated $8K.
Hirtle Callaghan & Co first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2013 and held it in 3 quarters.
Hirtle Callaghan & Co's State Street Utilities Select Sector SPDR ETF position peaked at $8K in Q3 2014.
458 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2014.

Based on Hirtle Callaghan & Co's 13F filing for Q4 2014, filed 26 Jan 2015.