MYCIO Wealth Partners’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

MYCIO Wealth Partners’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
2020 Q1	–	Sell	-11,023	Closed	-$694K	–	425
2019 Q4	$694K	Buy	11,023 +2,564	+30%	+$158K	0.05%	162
2019 Q3	$520K	Buy	8,459 +29	+0.3%	+$1.74K	0.04%	174
2019 Q2	$490K	Buy	8,430 +37	+0.4%	+$2.12K	0.04%	173
2019 Q1	$471K	Buy	8,393 +27	+0.3%	+$1.44K	0.04%	164
2018 Q4	$425K	Sell	8,366 -62	-0.7%	-$3.36K	0.04%	164
2018 Q3	$455K	Sell	8,428 -288	-3%	-$15.5K	0.04%	164
2018 Q2	$449K	Buy	8,716 +4,896	+128%	+$249K	0.05%	163
2018 Q1	$201K	Buy	3,820 +2	+0.1%	+$110	0.02%	238
2017 Q4	$217K	Buy	3,818 +2	+0.1%	+$110	0.02%	226
2017 Q3	$206K	Buy	3,816 +2	+0.1%	+$110	0.02%	227
2017 Q2	$210K	Buy	3,814 +2	+0.1%	+$111	0.02%	216
2017 Q1	$208K	Sell	3,812 -998	-21%	-$53.6K	0.03%	227
2016 Q4	$249K	Buy	4,810 +4,502	+1,462%	+$233K	0.03%	180
2016 Q3	$16K	Buy	308 +2	+0.7%	+$109	﹤0.01%	509
2016 Q2	$17K	Buy	306 +2	+0.7%	+$106	﹤0.01%	481
2016 Q1	$16K	Buy	304 +2	+0.7%	+$102	﹤0.01%	461
2015 Q4	$15K	Sell	302 -175	-37%	-$8.7K	﹤0.01%	480
2015 Q3	$23K	Buy	477 +179	+60%	+$8.7K	﹤0.01%	422
2015 Q2	$14K	Buy	298 +2	+0.7%	+$98	﹤0.01%	482
2015 Q1	$14K	Buy	296 +1	+0.3%	+$49	﹤0.01%	449
2014 Q4	$14K	Buy	295 +3	+1%	+$142	﹤0.01%	435
2014 Q3	$13K	Buy	292 +3	+1%	+$135	﹤0.01%	423
2014 Q2	$13K	Buy	289 +2	+0.7%	+$88	﹤0.01%	438
2014 Q1	$12K	Buy	287 +2	+0.7%	+$84	﹤0.01%	449
2013 Q4	$12K	Buy	285 +2	+0.7%	+$84	﹤0.01%	429
2013 Q3	$11K	Buy	283 +2	+0.7%	+$81	﹤0.01%	403
2013 Q2	$11K	Buy	+281	New	+$11.4K	﹤0.01%	411

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

MYCIO Wealth Partners's XLP Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2020, closing a stake of 11,023 shares — an estimated $694K sold.

MYCIO Wealth Partners first reported a position in XLP in Q2 2013 and held it in 27 quarters. The position peaked at $694K in Q4 2019. 753 funds tracked by Wall St. Rank hold XLP as of Q1 2020.

MYCIO Wealth Partners reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
MYCIO Wealth Partners sold 11,023 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2020, an estimated $694K.
MYCIO Wealth Partners first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2013 and held it in 27 quarters.
MYCIO Wealth Partners's State Street Consumer Staples Select Sector SPDR ETF position peaked at $694K in Q4 2019.
753 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.