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Robertson Stephens Advisors’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Robertson Stephens Advisors’s Portfolio XLU Stock Details XLU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		$1.25M Sell
23,483
-10,988
-32% -$583K 1.07% 24
2017
Q2 		$1.79M Buy
34,471
+10,842
+46% +$563K 1.61% 19
2017
Q1 		$1.22M Sell
23,629
-7,729
-25% -$397K 1.08% 22
2016
Q4 		$1.52M Buy
+31,358
New +$1.52M 0.87% 33