MYCIO Wealth Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

MYCIO Wealth Partners’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
2020 Q1	–	Sell	-10,122	Closed	-$327K	–	426
2019 Q4	$327K	Buy	10,122 +6,138	+154%	+$195K	0.02%	254
2019 Q3	$129K	Buy	3,984 +16	+0.4%	+$494	0.01%	313
2019 Q2	$118K	Buy	+3,968	New	+$117K	0.01%	307
2019 Q1	–	Sell	-12,000	Closed	-$318K	–	303
2018 Q4	$318K	Buy	+12,000	New	+$326K	0.03%	199
2015 Q4	–	Sell	-506	Closed	-$11K	–	846
2015 Q3	$11K	Buy	+506	New	+$10.9K	﹤0.01%	545

Other funds holding XLU

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

MYCIO Wealth Partners sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2020, closing a stake of 10,122 shares — an estimated $327K sold.

MYCIO Wealth Partners first reported a position in XLU in Q3 2015 and held it in 5 quarters. The position peaked at $327K in Q4 2019. 836 funds tracked by Wall St. Rank hold XLU as of Q1 2020.

MYCIO Wealth Partners reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
MYCIO Wealth Partners sold 10,122 State Street Utilities Select Sector SPDR ETF shares in Q1 2020, an estimated $327K.
MYCIO Wealth Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2015 and held it in 5 quarters.
MYCIO Wealth Partners's State Street Utilities Select Sector SPDR ETF position peaked at $327K in Q4 2019.
836 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2020.

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