Palo Capital’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Palo Capital’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
2018 Q4	–	Sell	-3,806	Closed	-$223K	–	158
2018 Q3	$223K	Buy	+3,806	New	+$217K	0.08%	146

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Palo Capital's XLY Position: Q4 2018 in Review

Palo Capital sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2018, closing a stake of 3,806 shares — an estimated $223K sold.

Palo Capital first reported a position in XLY in Q3 2018 and held it in 1 quarter. The position peaked at $223K in Q3 2018. 689 funds tracked by Wall St. Rank hold XLY as of Q4 2018.

Palo Capital reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2018 after selling out during the quarter.
Palo Capital sold 3,806 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2018, an estimated $223K.
Palo Capital first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2018 and held it in 1 quarter.
Palo Capital's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $223K in Q3 2018.
689 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2018.

Based on Palo Capital's 13F filing for Q4 2018, filed 30 Jan 2019.