Winifred I. Li’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Winifred I. Li’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
2014 Q2	–	Sell	-872	Closed	-$18K	–	402
2014 Q1	$18K	Hold	872	–	–	0.02%	345
2013 Q4	$17K	Hold	872	–	–	0.01%	338
2013 Q3	$16K	Hold	872	–	–	0.01%	342
2013 Q2	$16K	Buy	+872	New	+$17.1K	0.01%	342

Other funds holding XLU

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Commerzbank Aktiengesellschaft Frankfurt, Germany $5B AUM 26.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Winifred I. Li's XLU Position: Q2 2014 in Review

Winifred I. Li sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2014, closing a stake of 872 shares — an estimated $18K sold.

Winifred I. Li first reported a position in XLU in Q2 2013 and held it in 4 quarters. The position peaked at $18K in Q1 2014. 404 funds tracked by Wall St. Rank hold XLU as of Q2 2014.

Winifred I. Li reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2014 after selling out during the quarter.
Winifred I. Li sold 872 State Street Utilities Select Sector SPDR ETF shares in Q2 2014, an estimated $18K.
Winifred I. Li first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2013 and held it in 4 quarters.
Winifred I. Li's State Street Utilities Select Sector SPDR ETF position peaked at $18K in Q1 2014.
404 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2014.

Based on Winifred I. Li's 13F filing for Q2 2014, filed 11 Sep 2014.