Leonard Rickey Investment Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Leonard Rickey Investment Advisors’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
2019 Q4	–	Sell	-4,007	Closed	-$246K	–	89
2019 Q3	$246K	Sell	4,007 -486	-11%	-$29.2K	0.16%	61
2019 Q2	$261K	Sell	4,493 -1,169	-21%	-$66.9K	0.18%	56
2019 Q1	$318K	Sell	5,662 -27	-0.5%	-$1.44K	0.23%	50
2018 Q4	$289K	Buy	+5,689	New	+$309K	0.24%	49

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

SGI

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Leonard Rickey Investment Advisors's XLP Position: Q4 2019 in Review

Leonard Rickey Investment Advisors sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2019, closing a stake of 4,007 shares — an estimated $246K sold.

Leonard Rickey Investment Advisors first reported a position in XLP in Q4 2018 and held it in 4 quarters. The position peaked at $318K in Q1 2019. 779 funds tracked by Wall St. Rank hold XLP as of Q4 2019.

Leonard Rickey Investment Advisors reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2019 after selling out during the quarter.
Leonard Rickey Investment Advisors sold 4,007 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2019, an estimated $246K.
Leonard Rickey Investment Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2018 and held it in 4 quarters.
Leonard Rickey Investment Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $318K in Q1 2019.
779 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2019.

Based on Leonard Rickey Investment Advisors's 13F filing for Q4 2019, filed 7 Jan 2020.