OWP
XLP icon

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

Obermeyer 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
2013
Q3 		– Sell
-100
Closed -$4K – 292
2013
Q2 		$4K Buy
+100
New +$4.07K ﹤0.01% 319

Other funds holding XLP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TT
Tiedemann Trust Wilmington, Delaware $542M AUM 1.38% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Obermeyer Wealth Partners's XLP Position: Q3 2013 in Review

Obermeyer Wealth Partners sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2013, closing a stake of 100 shares — an estimated $4K sold.

Obermeyer Wealth Partners first reported a position in XLP in Q2 2013 and held it in 1 quarter. The position peaked at $4K in Q2 2013. 284 funds tracked by Wall St. Rank hold XLP as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 100 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2013, an estimated $4K.
  • Obermeyer Wealth Partners first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's State Street Consumer Staples Select Sector SPDR ETF position peaked at $4K in Q2 2013.
  • 284 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2013.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2013, filed 18 Oct 2013.