MWR
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McAdams Wright Ragen’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

McAdams Wright Ragen’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
2014
Q3 		$1.68M Sell
79,952
-3,490
-4% -$73.9K 0.09% 155
2014
Q2 		$1.85M Sell
83,442
-500
-0.6% -$10.6K 0.1% 150
2014
Q1 		$1.74M Buy
83,942
+3,560
+4% +$70.2K 0.11% 145
2013
Q4 		$1.53M Buy
80,382
+55,560
+224% +$1.06M 0.1% 152
2013
Q3 		$464K Sell
24,822
-1,208
-5% -$23K 0.04% 228
2013
Q2 		$490K Buy
+26,030
New +$510K 0.04% 220

Other funds holding XLU

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
U
UBS Zurich, Switzerland $109B AUM 16.36% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $1.86B AUM 15.66% 1-Year Est. Return