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Jacobs & Co’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Jacobs & Co’s Portfolio XLY Stock Details XLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-3,440
Closed -$201K – 124
2018
Q3 		$201K Buy
+3,440
New +$196K 0.03% 123

Other funds holding XLY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jacobs & Co's XLY Position: Q4 2018 in Review

Jacobs & Co sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2018, closing a stake of 3,440 shares — an estimated $201K sold.

Jacobs & Co first reported a position in XLY in Q3 2018 and held it in 1 quarter. The position peaked at $201K in Q3 2018. 689 funds tracked by Wall St. Rank hold XLY as of Q4 2018.

  • Jacobs & Co reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2018 after selling out during the quarter.
  • Jacobs & Co sold 3,440 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2018, an estimated $201K.
  • Jacobs & Co first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2018 and held it in 1 quarter.
  • Jacobs & Co's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $201K in Q3 2018.
  • 689 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2018.

Based on Jacobs & Co's 13F filing for Q4 2018, filed 7 Feb 2019.