Stephen W. Kidder’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Stephen W. Kidder’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 Q4	–	Sell	-10,462	Closed	-$256K	–	99
2016 Q3	$256K	Sell	10,462 -10,200	-49%	-$259K	0.1%	92
2016 Q2	$542K	Hold	20,662	–	–	0.22%	66
2016 Q1	$513K	Buy	+20,662	New	+$477K	0.21%	67

Other funds holding XLU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

STMM

South Texas Money Management San Antonio, Texas $2.37B AUM 5.24% 1-Year Est. Return

Stephen W. Kidder's XLU Position: Q4 2016 in Review

Stephen W. Kidder sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2016, closing a stake of 10,462 shares — an estimated $256K sold.

Stephen W. Kidder first reported a position in XLU in Q1 2016 and held it in 3 quarters. The position peaked at $542K in Q2 2016. 506 funds tracked by Wall St. Rank hold XLU as of Q4 2016.

Stephen W. Kidder reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2016 after selling out during the quarter.
Stephen W. Kidder sold 10,462 State Street Utilities Select Sector SPDR ETF shares in Q4 2016, an estimated $256K.
Stephen W. Kidder first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2016 and held it in 3 quarters.
Stephen W. Kidder's State Street Utilities Select Sector SPDR ETF position peaked at $542K in Q2 2016.
506 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2016.

Based on Stephen W. Kidder's 13F filing for Q4 2016, filed 14 Feb 2017.