Raab & Moskowitz Asset Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Raab & Moskowitz Asset 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
2020 Q1	–	Sell	-1,248	Closed	-$40K	–	526
2019 Q4	$40K	Buy	+1,248	New	+$39.6K	0.02%	278
2018 Q4	–	Sell	-1,168	Closed	-$30K	–	510
2018 Q3	$30K	Buy	+1,168	New	+$31K	0.01%	306
2015 Q1	–	Sell	-474	Closed	-$11K	–	381
2014 Q4	$11K	Buy	+474	New	+$10.7K	0.01%	320

Other funds holding XLU

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

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raab & Moskowitz Asset Management's XLU Position: Q1 2020 in Review

Raab & Moskowitz Asset Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2020, closing a stake of 1,248 shares — an estimated $40K sold.

Raab & Moskowitz Asset Management first reported a position in XLU in Q4 2014 and held it in 3 quarters. The position peaked at $40K in Q4 2019. 836 funds tracked by Wall St. Rank hold XLU as of Q1 2020.

Raab & Moskowitz Asset Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
Raab & Moskowitz Asset Management sold 1,248 State Street Utilities Select Sector SPDR ETF shares in Q1 2020, an estimated $40K.
Raab & Moskowitz Asset Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2014 and held it in 3 quarters.
Raab & Moskowitz Asset Management's State Street Utilities Select Sector SPDR ETF position peaked at $40K in Q4 2019.
836 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2020.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2020, filed 14 May 2020.