New England Private Wealth Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

New England Private Wealth Advisors’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
2014 Q3	–	Sell	-5,311	Closed	-$237K	–	112
2014 Q2	$237K	Hold	5,311	–	–	0.1%	90
2014 Q1	$229K	Buy	+5,311	New	+$223K	0.1%	89

Other funds holding XLP

Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

SCM

Steadfast Capital Management New York $2.92B AUM 26.34% 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

Tiedemann Trust Wilmington, Delaware $542M AUM 1.38% 1-Year Est. Return

MAA

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

New England Private Wealth Advisors's XLP Position: Q3 2014 in Review

New England Private Wealth Advisors sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2014, closing a stake of 5,311 shares — an estimated $237K sold.

New England Private Wealth Advisors first reported a position in XLP in Q1 2014 and held it in 2 quarters. The position peaked at $237K in Q2 2014. 352 funds tracked by Wall St. Rank hold XLP as of Q3 2014.

New England Private Wealth Advisors reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2014 after selling out during the quarter.
New England Private Wealth Advisors sold 5,311 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2014, an estimated $237K.
New England Private Wealth Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2014 and held it in 2 quarters.
New England Private Wealth Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $237K in Q2 2014.
352 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2014.

Based on New England Private Wealth Advisors's 13F filing for Q3 2014, filed 13 Nov 2014.