Triangle Peak Partners’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Triangle Peak Partners’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
2015 Q3	–	Sell	-13,178	Closed	-$627K	–	37
2015 Q2	$627K	Sell	13,178 -6,244	-32%	-$305K	0.98%	25
2015 Q1	$947K	Sell	19,422 -3,954	-17%	-$194K	1.44%	15
2014 Q4	$1.13M	Sell	23,376 -7,211	-24%	-$341K	1.61%	17
2014 Q3	$1.38M	Sell	30,587 -1,337	-4%	-$60K	1.4%	16
2014 Q2	$1.42M	Buy	31,924 +3,276	+11%	+$145K	1.28%	17
2014 Q1	$1.23M	Buy	28,648 +4,090	+17%	+$172K	1.12%	20
2013 Q4	$1.06M	Buy	+24,558	New	+$1.04M	1%	18

Other funds holding XLP

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

Tiedemann Trust Wilmington, Delaware $542M AUM 1.38% 1-Year Est. Return

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

SGI

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

Triangle Peak Partners's XLP Position: Q3 2015 in Review

Triangle Peak Partners sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2015, closing a stake of 13,178 shares — an estimated $627K sold.

Triangle Peak Partners first reported a position in XLP in Q4 2013 and held it in 7 quarters. The position peaked at $1.42M in Q2 2014. 397 funds tracked by Wall St. Rank hold XLP as of Q3 2015.

Triangle Peak Partners reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2015 after selling out during the quarter.
Triangle Peak Partners sold 13,178 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2015, an estimated $627K.
Triangle Peak Partners first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2013 and held it in 7 quarters.
Triangle Peak Partners's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.42M in Q2 2014.
397 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2015.

Based on Triangle Peak Partners's 13F filing for Q3 2015, filed 6 Nov 2015.