Peloton Wealth Strategists’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Peloton Wealth Strategists’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	-44,140	Closed	-$2.38M	–	66
2017 Q3	$2.38M	Buy	+44,140	New	+$2.43M	1.84%	23
2017 Q2	–	Sell	-43,248	Closed	-$2.36M	–	74
2017 Q1	$2.36M	Buy	43,248 +36,105	+505%	+$1.94M	1.94%	21
2016 Q4	$369K	Sell	7,143 -135	-2%	-$6.99K	0.3%	72
2016 Q3	$387K	Buy	+7,278	New	+$396K	0.32%	70

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

Peloton Wealth Strategists's XLP Position: Q4 2017 in Review

Peloton Wealth Strategists sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2017, closing a stake of 44,140 shares — an estimated $2.38M sold.

Peloton Wealth Strategists first reported a position in XLP in Q3 2016 and held it in 4 quarters. The position peaked at $2.38M in Q3 2017. 556 funds tracked by Wall St. Rank hold XLP as of Q4 2017.

Peloton Wealth Strategists reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2017 after selling out during the quarter.
Peloton Wealth Strategists sold 44,140 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2017, an estimated $2.38M.
Peloton Wealth Strategists first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2016 and held it in 4 quarters.
Peloton Wealth Strategists's State Street Consumer Staples Select Sector SPDR ETF position peaked at $2.38M in Q3 2017.
556 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2017.

Based on Peloton Wealth Strategists's 13F filing for Q4 2017, filed 15 Feb 2018.