Northstar Wealth Partners’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Northstar Wealth Partners’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	-4,392	Closed	-$223K	–	182
2018 Q4	$223K	Sell	4,392 -700	-14%	-$38K	0.12%	152
2018 Q3	$274K	Hold	5,092	–	–	0.13%	139
2018 Q2	$262K	Hold	5,092	–	–	0.13%	155
2018 Q1	$267K	Buy	+5,092	New	+$281K	0.14%	160

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

Northstar Wealth Partners's XLP Position: Q1 2019 in Review

Northstar Wealth Partners sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2019, closing a stake of 4,392 shares — an estimated $223K sold.

Northstar Wealth Partners first reported a position in XLP in Q1 2018 and held it in 4 quarters. The position peaked at $274K in Q3 2018. 655 funds tracked by Wall St. Rank hold XLP as of Q1 2019.

Northstar Wealth Partners reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2019 after selling out during the quarter.
Northstar Wealth Partners sold 4,392 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2019, an estimated $223K.
Northstar Wealth Partners first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2018 and held it in 4 quarters.
Northstar Wealth Partners's State Street Consumer Staples Select Sector SPDR ETF position peaked at $274K in Q3 2018.
655 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2019.

Based on Northstar Wealth Partners's 13F filing for Q1 2019, filed 13 May 2019.