Laurie J. Hall Trustee’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Laurie J. Hall Trustee’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
2018 Q4	–	Sell	-1,847	Closed	-$100K	–	353
2018 Q3	$100K	Hold	1,847	–	–	0.05%	156
2018 Q2	$95K	Hold	1,847	–	–	0.05%	157
2018 Q1	$97K	Hold	1,847	–	–	0.06%	143
2017 Q4	$105K	Buy	+1,847	New	+$102K	0.06%	147

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Duality Advisers Miami, Florida $1.01B AUM 14.52% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Laurie J. Hall Trustee's XLP Position: Q4 2018 in Review

Laurie J. Hall Trustee sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2018, closing a stake of 1,847 shares — an estimated $100K sold.

Laurie J. Hall Trustee first reported a position in XLP in Q4 2017 and held it in 4 quarters. The position peaked at $105K in Q4 2017. 654 funds tracked by Wall St. Rank hold XLP as of Q4 2018.

Laurie J. Hall Trustee reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2018 after selling out during the quarter.
Laurie J. Hall Trustee sold 1,847 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2018, an estimated $100K.
Laurie J. Hall Trustee first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2017 and held it in 4 quarters.
Laurie J. Hall Trustee's State Street Consumer Staples Select Sector SPDR ETF position peaked at $105K in Q4 2017.
654 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2018.

Based on Laurie J. Hall Trustee's 13F filing for Q4 2018, filed 14 Feb 2019.