Peak Asset Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Peak Asset Management’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
2017 Q4	–	Sell	-4,000	Closed	-$216K	–	147
2017 Q3	$216K	Hold	4,000	–	–	0.08%	135
2017 Q2	$220K	Hold	4,000	–	–	0.08%	133
2017 Q1	$218K	Hold	4,000	–	–	0.08%	138
2016 Q4	$207K	Hold	4,000	–	–	0.08%	139
2016 Q3	$213K	Hold	4,000	–	–	0.09%	128
2016 Q2	$221K	Hold	4,000	–	–	0.1%	120
2016 Q1	$212K	Hold	4,000	–	–	0.1%	119
2015 Q4	$202K	Buy	+4,000	New	+$199K	0.1%	114
2015 Q3	–	Sell	-6,866	Closed	-$327K	–	130
2015 Q2	$327K	Hold	6,866	–	–	0.17%	93
2015 Q1	$335K	Buy	+6,866	New	+$337K	0.17%	87

Other funds holding XLP

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

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

SGI

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

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

QIM

Quantitative Investment Management Charlottesville, Virginia $917M AUM 3.96% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Peak Asset Management's XLP Position: Q4 2017 in Review

Peak Asset Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2017, closing a stake of 4,000 shares — an estimated $216K sold.

Peak Asset Management first reported a position in XLP in Q1 2015 and held it in 10 quarters. The position peaked at $335K in Q1 2015. 556 funds tracked by Wall St. Rank hold XLP as of Q4 2017.

Peak Asset Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2017 after selling out during the quarter.
Peak Asset Management sold 4,000 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2017, an estimated $216K.
Peak Asset Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2015 and held it in 10 quarters.
Peak Asset Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $335K in Q1 2015.
556 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2017.

Based on Peak Asset Management's 13F filing for Q4 2017, filed 13 Feb 2018.