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Homrich & Berg’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Homrich & Berg’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
2017
Q3 		– Sell
-4,689
Closed -$258K – 336
2017
Q2 		$258K Buy
+4,689
New +$261K 0.02% 240

Other funds holding XLP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Homrich & Berg's XLP Position: Q3 2017 in Review

Homrich & Berg sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2017, closing a stake of 4,689 shares — an estimated $258K sold.

Homrich & Berg first reported a position in XLP in Q2 2017 and held it in 1 quarter. The position peaked at $258K in Q2 2017. 478 funds tracked by Wall St. Rank hold XLP as of Q3 2017.

  • Homrich & Berg reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2017 after selling out during the quarter.
  • Homrich & Berg sold 4,689 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2017, an estimated $258K.
  • Homrich & Berg first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2017 and held it in 1 quarter.
  • Homrich & Berg's State Street Consumer Staples Select Sector SPDR ETF position peaked at $258K in Q2 2017.
  • 478 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2017.

Based on Homrich & Berg's 13F filing for Q3 2017, filed 14 Nov 2017.