Rikoon Group’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Rikoon Group’s Portfolio XLY Stock Details XLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-4,200	Closed	-$208K	–	207
2018 Q4	$208K	Sell	4,200 -148	-3%	-$7.83K	0.09%	187
2018 Q3	$254K	Sell	4,348 -352	-7%	-$20K	0.09%	180
2018 Q2	$257K	Sell	4,700 -34	-0.7%	-$1.8K	0.1%	179
2018 Q1	$232K	Buy	+4,734	New	+$247K	0.09%	180

Other funds holding XLY

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

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

SGI

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

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

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

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

Mizuho Bank Tokyo, Japan $369M AUM 53.09% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Rikoon Group's XLY Position: Q1 2019 in Review

Rikoon Group sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2019, closing a stake of 4,200 shares — an estimated $208K sold.

Rikoon Group first reported a position in XLY in Q1 2018 and held it in 4 quarters. The position peaked at $257K in Q2 2018. 712 funds tracked by Wall St. Rank hold XLY as of Q1 2019.

Rikoon Group reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2019 after selling out during the quarter.
Rikoon Group sold 4,200 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2019, an estimated $208K.
Rikoon Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2018 and held it in 4 quarters.
Rikoon Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $257K in Q2 2018.
712 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2019.

Based on Rikoon Group's 13F filing for Q1 2019, filed 1 May 2019.