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Montag & Caldwell’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Montag & Caldwell’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-4,845
Closed -$214K – 109
2014
Q2 		$214K Buy
+4,845
New +$214K ﹤0.01% 100