Loomis, Sayles & Company’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Loomis, Sayles & Company’s Portfolio XLY Stock Details XLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-24	Closed	-$1K	–	740
2019 Q2	$1K	Buy	+24	New	+$1.4K	﹤0.01%	565
2017 Q1	–	Sell	-115,000	Closed	-$4.68M	–	1053
2016 Q4	$4.68M	Buy	+115,000	New	+$4.64M	0.01%	542
2015 Q2	–	Sell	-242,080	Closed	-$9.12M	–	946
2015 Q1	$9.12M	Buy	242,080 +216,530	+847%	+$7.96M	0.03%	497
2014 Q4	$922K	Buy	+25,550	New	+$876K	﹤0.01%	577
2013 Q4	–	Sell	-37,050	Closed	-$1.12M	–	795
2013 Q3	$1.12M	Buy	+37,050	New	+$1.1M	﹤0.01%	606

Other funds holding XLY

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Loomis, Sayles & Company's XLY Position: Q3 2019 in Review

Loomis, Sayles & Company sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2019, closing a stake of 24 shares — an estimated $1K sold.

Loomis, Sayles & Company first reported a position in XLY in Q3 2013 and held it in 5 quarters. The position peaked at $9.12M in Q1 2015. 730 funds tracked by Wall St. Rank hold XLY as of Q3 2019.

Loomis, Sayles & Company reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q3 2019 after selling out during the quarter.
Loomis, Sayles & Company sold 24 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2019, an estimated $1K.
Loomis, Sayles & Company first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2013 and held it in 5 quarters.
Loomis, Sayles & Company's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $9.12M in Q1 2015.
730 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2019.

Based on Loomis, Sayles & Company's 13F filing for Q3 2019, filed 13 Nov 2019.