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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q3
Sell
-7,044
Closed -$235K 113
2014
Q2
$235K Hold
7,044
0.1% 92
2014
Q1
$228K Buy
+7,044
New +$230K 0.1% 90

Other funds holding XLY

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

New England Private Wealth Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2014, closing a stake of 7,044 shares — an estimated $235K sold.

New England Private Wealth Advisors first reported a position in XLY in Q1 2014 and held it in 2 quarters. The position peaked at $235K in Q2 2014. 319 funds tracked by Wall St. Rank hold XLY as of Q3 2014.

  • New England Private Wealth Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q3 2014 after selling out during the quarter.
  • New England Private Wealth Advisors sold 7,044 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2014, an estimated $235K.
  • New England Private Wealth Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2014 and held it in 2 quarters.
  • New England Private Wealth Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $235K in Q2 2014.
  • 319 funds tracked by Wall St. Rank held State Street Consumer Discretionary 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.