Welch Capital Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Welch Capital Partners’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
2018 Q1	–	Sell	-212,040	Closed	-$5.58M	–	45
2017 Q4	$5.58M	Hold	212,040	–	–	1.99%	21
2017 Q3	$5.62M	Sell	212,040 -8,260	-4%	-$222K	1.9%	25
2017 Q2	$5.72M	Sell	220,300 -64,440	-23%	-$1.69M	1.9%	27
2017 Q1	$7.3M	Buy	+284,740	New	+$7.11M	2.41%	18

Other funds holding XLU

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

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

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

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

Welch Capital Partners's XLU Position: Q1 2018 in Review

Welch Capital Partners sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2018, closing a stake of 212,040 shares — an estimated $5.58M sold.

Welch Capital Partners first reported a position in XLU in Q1 2017 and held it in 4 quarters. The position peaked at $7.3M in Q1 2017. 557 funds tracked by Wall St. Rank hold XLU as of Q1 2018.

Welch Capital Partners reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2018 after selling out during the quarter.
Welch Capital Partners sold 212,040 State Street Utilities Select Sector SPDR ETF shares in Q1 2018, an estimated $5.58M.
Welch Capital Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2017 and held it in 4 quarters.
Welch Capital Partners's State Street Utilities Select Sector SPDR ETF position peaked at $7.3M in Q1 2017.
557 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2018.

Based on Welch Capital Partners's 13F filing for Q1 2018, filed 9 May 2018.