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Peachtree Investment Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Peachtree Investment Advisors’s Portfolio XLB Stock Details XLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-400
Closed -$10K – 350
2014
Q4 		$10K Hold
400
– – 0.01% 292
2014
Q3 		$10K Buy
+400
New +$9.98K 0.01% 298

Other funds holding XLB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Peachtree Investment Advisors's XLB Position: Q1 2015 in Review

Peachtree Investment Advisors sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q1 2015, closing a stake of 400 shares — an estimated $10K sold.

Peachtree Investment Advisors first reported a position in XLB in Q3 2014 and held it in 2 quarters. The position peaked at $10K in Q4 2014. 307 funds tracked by Wall St. Rank hold XLB as of Q1 2015.

  • Peachtree Investment Advisors reported no remaining State Street Materials Select Sector SPDR ETF position as of Q1 2015 after selling out during the quarter.
  • Peachtree Investment Advisors sold 400 State Street Materials Select Sector SPDR ETF shares in Q1 2015, an estimated $10K.
  • Peachtree Investment Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2014 and held it in 2 quarters.
  • Peachtree Investment Advisors's State Street Materials Select Sector SPDR ETF position peaked at $10K in Q4 2014.
  • 307 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2015.

Based on Peachtree Investment Advisors's 13F filing for Q1 2015, filed 14 Apr 2015.