Peachtree Investment Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Peachtree Investment Advisors’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-10,470	Closed	-$233K	–	318
2015 Q1	$233K	Sell	10,470 -1,188	-10%	-$27.4K	0.17%	120
2014 Q4	$275K	Sell	11,658 -90,098	-89%	-$2.04M	0.18%	121
2014 Q3	$2.14M	Sell	101,756 -113,554	-53%	-$2.41M	1.43%	14
2014 Q2	$4.76M	Sell	215,310 -9,062	-4%	-$193K	3.18%	4
2014 Q1	$4.65M	Sell	224,372 -2,482	-1%	-$48.9K	3.17%	4
2013 Q4	$4.31M	Buy	+226,854	New	+$4.34M	2.94%	5

Other funds holding XLU

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Peachtree Investment Advisors's XLU Position: Q2 2015 in Review

Peachtree Investment Advisors sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2015, closing a stake of 10,470 shares — an estimated $233K sold.

Peachtree Investment Advisors first reported a position in XLU in Q4 2013 and held it in 6 quarters. The position peaked at $4.76M in Q2 2014. 423 funds tracked by Wall St. Rank hold XLU as of Q2 2015.

Peachtree Investment Advisors reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2015 after selling out during the quarter.
Peachtree Investment Advisors sold 10,470 State Street Utilities Select Sector SPDR ETF shares in Q2 2015, an estimated $233K.
Peachtree Investment Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2013 and held it in 6 quarters.
Peachtree Investment Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $4.76M in Q2 2014.
423 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2015.

Based on Peachtree Investment Advisors's 13F filing for Q2 2015, filed 8 Jul 2015.