New England Investment & Retirement Group’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

New England Investment & Retirement Group’s Portfolio XLY Stock Details XLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-69,720	Closed	-$2.26M	–	62
2014 Q1	$2.26M	Buy	69,720 +840	+1%	+$27.4K	1.38%	22
2013 Q4	$2.3M	Sell	68,880 -138,030	-67%	-$4.39M	1.43%	22
2013 Q3	$6.27M	Sell	206,910 -249,664	-55%	-$7.41M	3.83%	9
2013 Q2	$12.9M	Buy	+456,574	New	+$12.6M	8.09%	2

Other funds holding XLY

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

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

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

Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

FIG

Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return

New England Investment & Retirement Group's XLY Position: Q2 2014 in Review

New England Investment & Retirement Group sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2014, closing a stake of 69,720 shares — an estimated $2.26M sold.

New England Investment & Retirement Group first reported a position in XLY in Q2 2013 and held it in 4 quarters. The position peaked at $12.9M in Q2 2013. 299 funds tracked by Wall St. Rank hold XLY as of Q2 2014.

New England Investment & Retirement Group reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2014 after selling out during the quarter.
New England Investment & Retirement Group sold 69,720 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2014, an estimated $2.26M.
New England Investment & Retirement Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2013 and held it in 4 quarters.
New England Investment & Retirement Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $12.9M in Q2 2013.
299 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2014.

Based on New England Investment & Retirement Group's 13F filing for Q2 2014, filed 4 Sep 2014.