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LNZ Capital’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

LNZ Capital’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
2017
Q2 		– Sell
-2,206,000
Closed -$56.6M – 36
2017
Q1 		$56.6M Buy
+2,206,000
New +$55.1M 7.43% 4

Other funds holding XLU

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LNZ Capital's XLU Position: Q2 2017 in Review

LNZ Capital sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2017, closing a stake of 2,206,000 shares — an estimated $56.6M sold.

LNZ Capital first reported a position in XLU in Q1 2017 and held it in 1 quarter. The position peaked at $56.6M in Q1 2017. 530 funds tracked by Wall St. Rank hold XLU as of Q2 2017.

  • LNZ Capital reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2017 after selling out during the quarter.
  • LNZ Capital sold 2,206,000 State Street Utilities Select Sector SPDR ETF shares in Q2 2017, an estimated $56.6M.
  • LNZ Capital first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2017 and held it in 1 quarter.
  • LNZ Capital's State Street Utilities Select Sector SPDR ETF position peaked at $56.6M in Q1 2017.
  • 530 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2017.

Based on LNZ Capital's 13F filing for Q2 2017, filed 14 Aug 2017.