Moody Lynn & Lieberson’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Moody Lynn & Lieberson’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 Q3	–	Sell	-64,732	Closed	-$2.89M	–	214
2014 Q2	$2.89M	Buy	+64,732	New	+$2.86M	0.4%	75

Other funds holding XLP

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

SCM

Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return

Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

MAA

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

Moody Lynn & Lieberson's XLP Position: Q3 2014 in Review

Moody Lynn & Lieberson sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2014, closing a stake of 64,732 shares — an estimated $2.89M sold.

Moody Lynn & Lieberson first reported a position in XLP in Q2 2014 and held it in 1 quarter. The position peaked at $2.89M in Q2 2014. 352 funds tracked by Wall St. Rank hold XLP as of Q3 2014.

Moody Lynn & Lieberson reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2014 after selling out during the quarter.
Moody Lynn & Lieberson sold 64,732 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2014, an estimated $2.89M.
Moody Lynn & Lieberson first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2014 and held it in 1 quarter.
Moody Lynn & Lieberson's State Street Consumer Staples Select Sector SPDR ETF position peaked at $2.89M in Q2 2014.
352 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2014.

Based on Moody Lynn & Lieberson's 13F filing for Q3 2014, filed 28 Oct 2014.