Robertson Stephens Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Robertson Stephens Advisors’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
2017 Q3	$3.16M	Sell	58,508 -5,411	-8%	-$297K	2.72%	13
2017 Q2	$3.51M	Buy	63,919 +23,090	+57%	+$1.28M	3.16%	12
2017 Q1	$2.15M	Sell	40,829 -12,802	-24%	-$688K	1.92%	17
2016 Q4	$2.77M	Buy	+53,631	New	+$2.78M	1.58%	22

Other funds holding XLP

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Robertson Stephens Advisors's XLP Position: Q3 2017 in Review

Robertson Stephens Advisors reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 8.5% in Q3 2017, selling an estimated $297K and leaving 58,508 shares worth $3.16M. The position accounts for 2.72% of the portfolio, ranked #13.

Robertson Stephens Advisors first reported a position in XLP in Q4 2016 and has held it in 4 quarters since. The position peaked at $3.51M in Q2 2017. 478 funds tracked by Wall St. Rank hold XLP as of Q3 2017.

Robertson Stephens Advisors held 58,508 shares of State Street Consumer Staples Select Sector SPDR ETF worth $3.16M as of Q3 2017.
Robertson Stephens Advisors sold 5,411 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2017, an estimated $297K.
State Street Consumer Staples Select Sector SPDR ETF made up 2.72% of Robertson Stephens Advisors's portfolio in Q3 2017, its #13 holding.
Robertson Stephens Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2016 and has held it in 4 quarters since.
Robertson Stephens Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $3.51M in Q2 2017.
478 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2017.

Based on Robertson Stephens Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.