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

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

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Swan Global Investments Durango, Colorado $1.86B AUM 15.66% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Quantitative Investment Management Charlottesville, Virginia $963M AUM 12.95% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return