Juncture Wealth Strategies’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Juncture Wealth Strategies’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	-77,102	Closed	-$4.24M	–	88
2017 Q2	$4.24M	Buy	77,102 +4,359	+6%	+$242K	2.43%	14
2017 Q1	$3.97M	Buy	72,743 +8,836	+14%	+$475K	2.44%	16
2016 Q4	$3.31M	Buy	63,907 +1,094	+2%	+$56.7K	2.29%	16
2016 Q3	$3.34M	Buy	62,813 +1,196	+2%	+$65.1K	2.25%	15
2016 Q2	$3.4M	Buy	61,617 +2,695	+5%	+$143K	2.42%	14
2016 Q1	$3.13M	Sell	58,922 -5,322	-8%	-$270K	2.31%	15
2015 Q4	$3.24M	Buy	64,244 +10,438	+19%	+$519K	2.42%	14
2015 Q3	$2.54M	Buy	53,806 +12,210	+29%	+$593K	2.06%	15
2015 Q2	$1.98M	Buy	41,596 +3,157	+8%	+$154K	1.61%	17
2015 Q1	$1.87M	Sell	38,439 -17,781	-32%	-$873K	1.54%	17
2014 Q4	$2.72M	Buy	+56,220	New	+$2.66M	1.31%	19

Other funds holding XLP

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SGI

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

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

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

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

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

Juncture Wealth Strategies's XLP Position: Q3 2017 in Review

Juncture Wealth Strategies sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2017, closing a stake of 77,102 shares — an estimated $4.24M sold.

Juncture Wealth Strategies first reported a position in XLP in Q4 2014 and held it in 11 quarters. The position peaked at $4.24M in Q2 2017. 478 funds tracked by Wall St. Rank hold XLP as of Q3 2017.

Juncture Wealth Strategies reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2017 after selling out during the quarter.
Juncture Wealth Strategies sold 77,102 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2017, an estimated $4.24M.
Juncture Wealth Strategies first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2014 and held it in 11 quarters.
Juncture Wealth Strategies's State Street Consumer Staples Select Sector SPDR ETF position peaked at $4.24M 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 Juncture Wealth Strategies's 13F filing for Q3 2017, filed 18 Oct 2017.