Rampart Investment Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Rampart Investment Management’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
2020 Q2	–	Sell	-6,862	Closed	-$374K	–	543
2020 Q1	$374K	Buy	+6,862	New	+$416K	0.18%	121
2019 Q4	–	Sell	-4,622	Closed	-$284K	–	545
2019 Q3	$284K	Buy	4,622 +978	+27%	+$58.8K	0.04%	381
2019 Q2	$212K	Buy	+3,644	New	+$209K	0.03%	445
2019 Q1	–	Sell	-3,792	Closed	-$193K	–	538
2018 Q4	$193K	Sell	3,792 -1,305	-26%	-$70.8K	0.05%	274
2018 Q3	$275K	Buy	+5,097	New	+$274K	0.12%	184
2017 Q2	–	Sell	-51,801	Closed	-$2.83M	–	525
2017 Q1	$2.83M	Buy	+51,801	New	+$2.78M	1.01%	7
2016 Q3	–	Sell	-233,392	Closed	-$12.9M	–	112
2016 Q2	$12.9M	Sell	233,392 -6,389	-3%	-$340K	7.89%	6
2016 Q1	$12.7M	Sell	239,781 -9,836	-4%	-$500K	6.87%	5
2015 Q4	$12.6M	Sell	249,617 -15,488	-6%	-$770K	6.56%	4
2015 Q3	$12.5M	Buy	+265,105	New	+$12.9M	5.48%	6
2015 Q1	–	Sell	-257,489	Closed	-$12.5M	–	14
2014 Q4	$12.5M	Buy	+257,489	New	+$12.2M	5.13%	6

Other funds holding XLP

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

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Rampart Investment Management's XLP Position: Q2 2020 in Review

Rampart Investment Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2020, closing a stake of 6,862 shares — an estimated $374K sold.

Rampart Investment Management first reported a position in XLP in Q4 2014 and held it in 11 quarters. The position peaked at $12.9M in Q2 2016. 769 funds tracked by Wall St. Rank hold XLP as of Q2 2020.

Rampart Investment Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q2 2020 after selling out during the quarter.
Rampart Investment Management sold 6,862 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2020, an estimated $374K.
Rampart Investment Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2014 and held it in 11 quarters.
Rampart Investment Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $12.9M in Q2 2016.
769 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2020.

Based on Rampart Investment Management's 13F filing for Q2 2020, filed 5 Aug 2020.