Lebenthal Asset Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
Sell
-250
Closed -$10K 704
2016
Q3
$10K Buy
+250
New +$10.1K ﹤0.01% 759

Other funds holding XLY

Lebenthal Asset Management's XLY Position: Q4 2016 in Review

Lebenthal Asset Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2016, closing a stake of 250 shares — an estimated $10K sold.

Lebenthal Asset Management first reported a position in XLY in Q3 2016 and held it in 1 quarter. The position peaked at $10K in Q3 2016. 506 funds tracked by Wall St. Rank hold XLY as of Q4 2016.

  • Lebenthal Asset Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2016 after selling out during the quarter.
  • Lebenthal Asset Management sold 250 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2016, an estimated $10K.
  • Lebenthal Asset Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2016 and held it in 1 quarter.
  • Lebenthal Asset Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $10K in Q3 2016.
  • 506 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2016.

Based on Lebenthal Asset Management's 13F filing for Q4 2016, filed 15 Feb 2017.