West Oak Capital’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
2018
Q4
Sell
-600
Closed -$35.2K 356
2018
Q3
$35.2K Sell
600
-300
-33% -$17.1K 0.02% 199
2018
Q2
$49.2K Sell
900
-1,300
-59% -$68.7K 0.03% 180
2018
Q1
$111K Buy
+2,200
New +$115K 0.07% 142

Other funds holding XLY

West Oak Capital's XLY Position: Q4 2018 in Review

West Oak Capital sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2018, closing a stake of 600 shares — an estimated $35.2K sold.

West Oak Capital first reported a position in XLY in Q1 2018 and held it in 3 quarters. The position peaked at $111K in Q1 2018. 689 funds tracked by Wall St. Rank hold XLY as of Q4 2018.

  • West Oak Capital reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2018 after selling out during the quarter.
  • West Oak Capital sold 600 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2018, an estimated $35.2K.
  • West Oak Capital first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2018 and held it in 3 quarters.
  • West Oak Capital's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $111K in Q1 2018.
  • 689 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2018.

Based on West Oak Capital's 13F filing for Q4 2018, filed 8 Jan 2019.