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Ullmann Wealth Partners Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Ullmann Wealth Partners 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
2017
Q3 		– Sell
-1,152
Closed -$29K – 145
2017
Q2 		$29K Buy
+1,152
New +$30.2K 0.02% 106

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Ullmann Wealth Partners Group's XLU Position: Q3 2017 in Review

Ullmann Wealth Partners Group sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2017, closing a stake of 1,152 shares — an estimated $29K sold.

Ullmann Wealth Partners Group first reported a position in XLU in Q2 2017 and held it in 1 quarter. The position peaked at $29K in Q2 2017. 532 funds tracked by Wall St. Rank hold XLU as of Q3 2017.

  • Ullmann Wealth Partners Group reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2017 after selling out during the quarter.
  • Ullmann Wealth Partners Group sold 1,152 State Street Utilities Select Sector SPDR ETF shares in Q3 2017, an estimated $29K.
  • Ullmann Wealth Partners Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2017 and held it in 1 quarter.
  • Ullmann Wealth Partners Group's State Street Utilities Select Sector SPDR ETF position peaked at $29K in Q2 2017.
  • 532 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2017.

Based on Ullmann Wealth Partners Group's 13F filing for Q3 2017, filed 14 Nov 2017.