Kiwi Wealth Investments Limited Partnership’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Kiwi Wealth Investments Limited Partnership’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-545,648	Closed	-$14.3M	–	147
2016 Q2	$14.3M	Buy	545,648 +222,954	+69%	+$5.49M	1.4%	16
2016 Q1	$8.01M	Buy	+322,694	New	+$7.45M	0.82%	48

Other funds holding XLU

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

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

SGI

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

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

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

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

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

Kiwi Wealth Investments Limited Partnership's XLU Position: Q3 2016 in Review

Kiwi Wealth Investments Limited Partnership sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2016, closing a stake of 545,648 shares — an estimated $14.3M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in XLU in Q1 2016 and held it in 2 quarters. The position peaked at $14.3M in Q2 2016. 503 funds tracked by Wall St. Rank hold XLU as of Q3 2016.

Kiwi Wealth Investments Limited Partnership reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2016 after selling out during the quarter.
Kiwi Wealth Investments Limited Partnership sold 545,648 State Street Utilities Select Sector SPDR ETF shares in Q3 2016, an estimated $14.3M.
Kiwi Wealth Investments Limited Partnership first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2016 and held it in 2 quarters.
Kiwi Wealth Investments Limited Partnership's State Street Utilities Select Sector SPDR ETF position peaked at $14.3M in Q2 2016.
503 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2016.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q3 2016, filed 8 Nov 2016.