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LPC
Loeb Partners Corp’s
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
Stock Holding History
Loeb Partners Corp’s Portfolio
XLY Stock Details
XLY Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q1
–
Sell
-32,000
Closed
-$1.58M
–
296
2018
Q4
$1.58M
Sell
32,000
-18,000
-36%
-$952K
0.74%
41
2018
Q3
$2.93M
Sell
50,000
-62,000
-55%
-$3.53M
1.08%
32
2018
Q2
$6.12M
Buy
+112,000
New
+$5.92M
1.55%
15
2018
Q1
–
Sell
-20,000
Closed
-$987K
–
154
2017
Q4
$987K
Buy
+20,000
New
+$941K
0.29%
74
2015
Q3
–
Sell
-200,600
Closed
-$7.67M
–
192
2015
Q2
$7.67M
Sell
200,600
-18,400
-8%
-$704K
2.22%
6
2015
Q1
$8.25M
Buy
219,000
+167,000
+321%
+$6.14M
2.42%
6
2014
Q4
$1.88M
Sell
52,000
-24,000
-32%
-$823K
0.56%
51
2014
Q3
$2.53M
Sell
76,000
-20,000
-21%
-$676K
0.84%
38
2014
Q2
$3.2M
Hold
96,000
–
–
0.97%
35
2014
Q1
$3.11M
Sell
96,000
-14,000
-13%
-$456K
1.04%
30
2013
Q4
$3.68M
Buy
+110,000
New
+$3.5M
1.17%
26
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$5.7T AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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