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PCM
Princeton Capital Management’s
State Street Consumer Staples Select Sector SPDR ETF
XLP
Stock Holding History
Princeton Capital Management’s Portfolio
XLP Stock Details
XLP Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q4
–
Sell
-110
Closed
-$7K
–
225
2019
Q3
$7K
Hold
110
–
–
﹤0.01%
217
2019
Q2
$6K
Hold
110
–
–
﹤0.01%
224
2019
Q1
$6K
Hold
110
–
–
﹤0.01%
213
2018
Q4
$6K
Sell
110
-1,586
-94%
-$86.1K
﹤0.01%
225
2018
Q3
$91K
Hold
1,696
–
–
0.04%
138
2018
Q2
$87K
Hold
1,696
–
–
0.04%
140
2018
Q1
$89K
Buy
+1,696
New
+$93.4K
0.04%
137
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$1.37T AUM
24.88%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
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
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto, Ontario, Canada
$60.6B AUM
31.35%
1-Year Est. Return
SGI
Swan Global Investments
Durango, Colorado
$1.86B AUM
15.66%
1-Year Est. Return
Janney Montgomery Scott
Philadelphia, Pennsylvania
$40.4B AUM
21.2%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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