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Disclosery

AFAM CAPITAL, INC.: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AFAM CAPITAL, INC. on XLU, newest first. How the timeline and the estimate are built.

AFAM CAPITAL, INC. held 0 XLU shares at 2018-03-31 per its 13F-HR filed 2018-05-08.

the latest 13F is the newest step

  1. period ended2018-03-31
    13F 0 shares
    Change vs previous 13F -89,448 shares

    13F-HR 0001683168-18-001230 filed by AFAM CAPITAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2017-12-31
    13F 89,448 shares
    Change vs previous 13F +52 shares

    0.52% of the 13F portfolio, value $4,712,000.

    13F-HR 0001683168-18-000354 filed by AFAM CAPITAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2017-09-30
    13F 89,396 shares
    Change vs previous 13F -29,754 shares

    0.57% of the 13F portfolio, value $4,742,000.

    13F-HR 0001683168-17-003056 filed by AFAM CAPITAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2017-06-30
    13F 119,150 shares
    Change vs previous 13F +113,363 shares

    0.79% of the 13F portfolio, value $6,191,000.

    13F-HR 0001683168-17-002167 filed by AFAM CAPITAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2017-03-31
    13F 5,787 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $297,000.

    13F-HR 0001683168-17-001248 filed by AFAM CAPITAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).