New England Asset Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

New England Asset Management’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
2019 Q1	–	Sell	-15,100	Closed	-$767K	–	172
2018 Q4	$767K	Buy	+15,100	New	+$819K	0.02%	107
2017 Q2	–	Sell	-6,000	Closed	-$327K	–	177
2017 Q1	$327K	Hold	6,000	–	–	0.01%	120
2016 Q4	$310K	Buy	+6,000	New	+$311K	0.01%	124

Other funds holding XLP

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

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

New England Asset Management's XLP Position: Q1 2019 in Review

New England Asset Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2019, closing a stake of 15,100 shares — an estimated $767K sold.

New England Asset Management first reported a position in XLP in Q4 2016 and held it in 3 quarters. The position peaked at $767K in Q4 2018. 655 funds tracked by Wall St. Rank hold XLP as of Q1 2019.

New England Asset Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2019 after selling out during the quarter.
New England Asset Management sold 15,100 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2019, an estimated $767K.
New England Asset Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2016 and held it in 3 quarters.
New England Asset Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $767K in Q4 2018.
655 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2019.

Based on New England Asset Management's 13F filing for Q1 2019, filed 15 May 2019.