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

Stanford Investment 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
2016 Q4	–	Sell	-3,950	Closed	-$158K	–	414
2016 Q3	$158K	Hold	3,950	–	–	0.07%	66
2016 Q2	$154K	Hold	3,950	–	–	0.08%	70
2016 Q1	$156K	Hold	3,950	–	–	0.09%	64
2015 Q4	$154K	Buy	+3,950	New	+$157K	0.08%	68

Other funds holding XLY

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

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

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

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

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

SGI

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Stanford Investment Group's XLY Position: Q4 2016 in Review

Stanford Investment Group sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2016, closing a stake of 3,950 shares — an estimated $158K sold.

Stanford Investment Group first reported a position in XLY in Q4 2015 and held it in 4 quarters. The position peaked at $158K in Q3 2016. 506 funds tracked by Wall St. Rank hold XLY as of Q4 2016.

Stanford Investment Group reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2016 after selling out during the quarter.
Stanford Investment Group sold 3,950 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2016, an estimated $158K.
Stanford Investment Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2015 and held it in 4 quarters.
Stanford Investment Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $158K in Q3 2016.
506 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2016.

Based on Stanford Investment Group's 13F filing for Q4 2016, filed 2 Feb 2017.