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Mountain Capital Investment Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Mountain Capital Investment Advisors’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
2017
Q4 		– Sell
-400
Closed -$11K – 442
2017
Q3 		$11K Hold
400
– – 0.01% 262
2017
Q2 		$10K Buy
+400
New +$10.5K 0.01% 301

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Mountain Capital Investment Advisors's XLU Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2017, closing a stake of 400 shares — an estimated $11K sold.

Mountain Capital Investment Advisors first reported a position in XLU in Q2 2017 and held it in 2 quarters. The position peaked at $11K in Q3 2017. 585 funds tracked by Wall St. Rank hold XLU as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 400 State Street Utilities Select Sector SPDR ETF shares in Q4 2017, an estimated $11K.
  • Mountain Capital Investment Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $11K in Q3 2017.
  • 585 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.