MPIA
XLU icon

Mountain Pacific Investment Advisers’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Mountain Pacific Investment Advisers’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
2018
Q4 		– Sell
-2,250
Closed -$59K – 250
2018
Q3 		$59K Buy
+2,250
New +$59.8K 0.01% 174

Other funds holding XLU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Mountain Pacific Investment Advisers's XLU Position: Q4 2018 in Review

Mountain Pacific Investment Advisers sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2018, closing a stake of 2,250 shares — an estimated $59K sold.

Mountain Pacific Investment Advisers first reported a position in XLU in Q3 2018 and held it in 1 quarter. The position peaked at $59K in Q3 2018. 700 funds tracked by Wall St. Rank hold XLU as of Q4 2018.

  • Mountain Pacific Investment Advisers reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2018 after selling out during the quarter.
  • Mountain Pacific Investment Advisers sold 2,250 State Street Utilities Select Sector SPDR ETF shares in Q4 2018, an estimated $59K.
  • Mountain Pacific Investment Advisers first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2018 and held it in 1 quarter.
  • Mountain Pacific Investment Advisers's State Street Utilities Select Sector SPDR ETF position peaked at $59K in Q3 2018.
  • 700 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2018.

Based on Mountain Pacific Investment Advisers's 13F filing for Q4 2018, filed 25 Jan 2019.