Loeb Partners Corp’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Loeb Partners Corp’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
2019 Q1	–	Sell	-40,000	Closed	-$1.06M	–	293
2018 Q4	$1.06M	Hold	40,000	–	–	0.49%	55
2018 Q3	$1.05M	Buy	+40,000	New	+$1.06M	0.39%	62
2016 Q1	–	Sell	-20,000	Closed	-$433K	–	165
2015 Q4	$433K	Hold	20,000	–	–	0.14%	115
2015 Q3	$433K	Buy	+20,000	New	+$431K	0.16%	115

Other funds holding XLU

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

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

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

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

SGI

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

Barclays London, United Kingdom $416B AUM 33.63% 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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Loeb Partners Corp's XLU Position: Q1 2019 in Review

Loeb Partners Corp sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2019, closing a stake of 40,000 shares — an estimated $1.06M sold.

Loeb Partners Corp first reported a position in XLU in Q3 2015 and held it in 4 quarters. The position peaked at $1.06M in Q4 2018. 717 funds tracked by Wall St. Rank hold XLU as of Q1 2019.

Loeb Partners Corp reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2019 after selling out during the quarter.
Loeb Partners Corp sold 40,000 State Street Utilities Select Sector SPDR ETF shares in Q1 2019, an estimated $1.06M.
Loeb Partners Corp first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2015 and held it in 4 quarters.
Loeb Partners Corp's State Street Utilities Select Sector SPDR ETF position peaked at $1.06M in Q4 2018.
717 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2019.

Based on Loeb Partners Corp's 13F filing for Q1 2019, filed 14 May 2019.