Torch Wealth Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q3
Sell
-1,100
Closed -$37K 239
2014
Q2
$37K Hold
1,100
0.03% 177
2014
Q1
$36K Sell
1,100
-500
-31% -$16.3K 0.03% 181
2013
Q4
$53K Buy
+1,600
New +$50.9K 0.04% 138

Other funds holding XLY

Torch Wealth Management's XLY Position: Q3 2014 in Review

Torch Wealth Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2014, closing a stake of 1,100 shares — an estimated $37K sold.

Torch Wealth Management first reported a position in XLY in Q4 2013 and held it in 3 quarters. The position peaked at $53K in Q4 2013. 319 funds tracked by Wall St. Rank hold XLY as of Q3 2014.

  • Torch Wealth Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q3 2014 after selling out during the quarter.
  • Torch Wealth Management sold 1,100 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2014, an estimated $37K.
  • Torch Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2013 and held it in 3 quarters.
  • Torch Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $53K in Q4 2013.
  • 319 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2014.

Based on Torch Wealth Management's 13F filing for Q3 2014, filed 29 Oct 2014.