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Marcuard Family Office’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Marcuard Family Office’s Portfolio XLB Stock Details XLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-25,000
Closed -$525K – 32
2013
Q3 		$525K Buy
+25,000
New +$512K 1% 28

Other funds holding XLB

EA
Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $5B AUM 26.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Marcuard Family Office's XLB Position: Q4 2013 in Review

Marcuard Family Office sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q4 2013, closing a stake of 25,000 shares — an estimated $525K sold.

Marcuard Family Office first reported a position in XLB in Q3 2013 and held it in 1 quarter. The position peaked at $525K in Q3 2013. 282 funds tracked by Wall St. Rank hold XLB as of Q4 2013.

  • Marcuard Family Office reported no remaining State Street Materials Select Sector SPDR ETF position as of Q4 2013 after selling out during the quarter.
  • Marcuard Family Office sold 25,000 State Street Materials Select Sector SPDR ETF shares in Q4 2013, an estimated $525K.
  • Marcuard Family Office first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2013 and held it in 1 quarter.
  • Marcuard Family Office's State Street Materials Select Sector SPDR ETF position peaked at $525K in Q3 2013.
  • 282 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2013.

Based on Marcuard Family Office's 13F filing for Q4 2013, filed 31 Jan 2014.