Pinnacle Summer Investments’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q4
$16.4M Buy
325,152
+156,206
+92% +$7.76M 2.42% 3
2015
Q3
$8.02M Buy
+168,946
New +$8.21M 1.37% 9

Other funds holding XLP

Pinnacle Summer Investments's XLP Position: Q4 2015 in Review

Pinnacle Summer Investments increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 92% in Q4 2015, buying an estimated $7.76M and bringing the position to 325,152 shares worth $16.4M. The position accounts for 2.42% of the portfolio, ranked #3.

Pinnacle Summer Investments first reported a position in XLP in Q3 2015 and has held it in 2 quarters since. 452 funds tracked by Wall St. Rank hold XLP as of Q4 2015.

  • Pinnacle Summer Investments held 325,152 shares of State Street Consumer Staples Select Sector SPDR ETF worth $16.4M as of Q4 2015.
  • Pinnacle Summer Investments bought 156,206 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2015, an estimated $7.76M.
  • State Street Consumer Staples Select Sector SPDR ETF made up 2.42% of Pinnacle Summer Investments's portfolio in Q4 2015, its #3 holding.
  • Pinnacle Summer Investments first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2015 and has held it in 2 quarters since.
  • 452 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.