Rowland Carmichael Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Rowland Carmichael 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 Q1	–	Sell	-825	Closed	-$43K	–	320
2016 Q4	$43K	Hold	825	–	–	0.03%	266
2016 Q3	$44K	Hold	825	–	–	0.03%	255
2016 Q2	$45K	Hold	825	–	–	0.03%	261
2016 Q1	$44K	Buy	+825	New	+$41.9K	0.04%	174

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Rowland Carmichael Advisors's XLP Position: Q1 2017 in Review

Rowland Carmichael Advisors sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2017, closing a stake of 825 shares — an estimated $43K sold.

Rowland Carmichael Advisors first reported a position in XLP in Q1 2016 and held it in 4 quarters. The position peaked at $45K in Q2 2016. 495 funds tracked by Wall St. Rank hold XLP as of Q1 2017.

Rowland Carmichael Advisors reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2017 after selling out during the quarter.
Rowland Carmichael Advisors sold 825 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2017, an estimated $43K.
Rowland Carmichael Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2016 and held it in 4 quarters.
Rowland Carmichael Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $45K in Q2 2016.
495 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2017.

Based on Rowland Carmichael Advisors's 13F filing for Q1 2017, filed 10 Feb 2020.