Stanford Investment Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Stanford Investment Group’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-5,970	Closed	-$157K	–	417
2016 Q2	$157K	Buy	5,970 +1,230	+26%	+$30.3K	0.08%	69
2016 Q1	$118K	Buy	+4,740	New	+$109K	0.07%	82
2015 Q2	–	Sell	-400	Closed	-$9K	–	366
2015 Q1	$9K	Hold	400	–	–	0.01%	292
2014 Q4	$9K	Buy	+400	New	+$9.05K	0.01%	297

Other funds holding XLU

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

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

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

SGI

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

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

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

Stanford Investment Group's XLU Position: Q3 2016 in Review

Stanford Investment Group sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2016, closing a stake of 5,970 shares — an estimated $157K sold.

Stanford Investment Group first reported a position in XLU in Q4 2014 and held it in 4 quarters. The position peaked at $157K in Q2 2016. 503 funds tracked by Wall St. Rank hold XLU as of Q3 2016.

Stanford Investment Group reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2016 after selling out during the quarter.
Stanford Investment Group sold 5,970 State Street Utilities Select Sector SPDR ETF shares in Q3 2016, an estimated $157K.
Stanford Investment Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2014 and held it in 4 quarters.
Stanford Investment Group's State Street Utilities Select Sector SPDR ETF position peaked at $157K in Q2 2016.
503 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2016.

Based on Stanford Investment Group's 13F filing for Q3 2016, filed 10 Nov 2016.