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Jacobus Wealth Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Jacobus Wealth Management’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
2013
Q4 		– Sell
-5,050
Closed -$201K – 318
2013
Q3 		$201K Hold
5,050
– – 0.07% 169
2013
Q2 		$200K Buy
+5,050
New +$205K 0.07% 165

Other funds holding XLP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return
EA
Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jacobus Wealth Management's XLP Position: Q4 2013 in Review

Jacobus Wealth Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2013, closing a stake of 5,050 shares — an estimated $201K sold.

Jacobus Wealth Management first reported a position in XLP in Q2 2013 and held it in 2 quarters. The position peaked at $201K in Q3 2013. 330 funds tracked by Wall St. Rank hold XLP as of Q4 2013.

  • Jacobus Wealth Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2013 after selling out during the quarter.
  • Jacobus Wealth Management sold 5,050 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2013, an estimated $201K.
  • Jacobus Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2013 and held it in 2 quarters.
  • Jacobus Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $201K in Q3 2013.
  • 330 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2013.

Based on Jacobus Wealth Management's 13F filing for Q4 2013, filed 14 Feb 2014.