M Holdings Securities’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

M Holdings Securities’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
2014 Q4	–	Sell	-955	Closed	-$90K	–	450
2014 Q3	$90K	Buy	+955	New	+$42.8K	0.05%	303

Other funds holding XLP

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

Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Tiedemann Trust Wilmington, Delaware $542M AUM 1.38% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

M Holdings Securities's XLP Position: Q4 2014 in Review

M Holdings Securities sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2014, closing a stake of 955 shares — an estimated $90K sold.

M Holdings Securities first reported a position in XLP in Q3 2014 and held it in 1 quarter. The position peaked at $90K in Q3 2014. 422 funds tracked by Wall St. Rank hold XLP as of Q4 2014.

M Holdings Securities reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2014 after selling out during the quarter.
M Holdings Securities sold 955 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2014, an estimated $90K.
M Holdings Securities first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2014 and held it in 1 quarter.
M Holdings Securities's State Street Consumer Staples Select Sector SPDR ETF position peaked at $90K in Q3 2014.
422 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2014.

Based on M Holdings Securities's 13F filing for Q4 2014, filed 13 Feb 2015.