Independent Portfolio Consultants’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Independent Portfolio Consultants’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 Q3	–	Sell	-1,450	Closed	-$80K	–	756
2016 Q2	$80K	Buy	+1,450	New	+$77.1K	0.03%	480

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Independent Portfolio Consultants's XLP Position: Q3 2016 in Review

Independent Portfolio Consultants sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2016, closing a stake of 1,450 shares — an estimated $80K sold.

Independent Portfolio Consultants first reported a position in XLP in Q2 2016 and held it in 1 quarter. The position peaked at $80K in Q2 2016. 459 funds tracked by Wall St. Rank hold XLP as of Q3 2016.

Independent Portfolio Consultants reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2016 after selling out during the quarter.
Independent Portfolio Consultants sold 1,450 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2016, an estimated $80K.
Independent Portfolio Consultants first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2016 and held it in 1 quarter.
Independent Portfolio Consultants's State Street Consumer Staples Select Sector SPDR ETF position peaked at $80K in Q2 2016.
459 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2016.

Based on Independent Portfolio Consultants's 13F filing for Q3 2016, filed 5 Oct 2016.