Pointe Capital Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Pointe Capital Management’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
2017 Q1	–	Sell	-84,906	Closed	-$2.06M	–	239
2016 Q4	$2.06M	Buy	+84,906	New	+$2.03M	1.18%	23

Other funds holding XLU

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

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

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

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

CWM

CIBC World Markets New York $20.8B AUM

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

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Pointe Capital Management's XLU Position: Q1 2017 in Review

Pointe Capital Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2017, closing a stake of 84,906 shares — an estimated $2.06M sold.

Pointe Capital Management first reported a position in XLU in Q4 2016 and held it in 1 quarter. The position peaked at $2.06M in Q4 2016. 516 funds tracked by Wall St. Rank hold XLU as of Q1 2017.

Pointe Capital Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2017 after selling out during the quarter.
Pointe Capital Management sold 84,906 State Street Utilities Select Sector SPDR ETF shares in Q1 2017, an estimated $2.06M.
Pointe Capital Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2016 and held it in 1 quarter.
Pointe Capital Management's State Street Utilities Select Sector SPDR ETF position peaked at $2.06M in Q4 2016.
516 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2017.

Based on Pointe Capital Management's 13F filing for Q1 2017, filed 25 May 2017.