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CATAWBA CAPITAL MANAGEMENT /VA: XLU position timeline

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

CATAWBA CAPITAL MANAGEMENT /VA held 0 XLU shares at 2018-06-30 per its 13F-HR filed 2018-07-11.

the latest 13F is the newest step

  1. period ended2018-06-30
    13F 0 shares
    Change vs previous 13F -4,314 shares

    13F-HR 0001080366-18-000003 filed by CATAWBA CAPITAL MANAGEMENT /VA
    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 ended2018-03-31
    13F 4,314 shares
    Change vs previous 13F -1,175 shares

    0.05% of the 13F portfolio, value $218,000.

    13F-HR 0001080366-18-000002 filed by CATAWBA CAPITAL MANAGEMENT /VA
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2017-12-31
    13F 5,489 shares
    Change vs previous 13F -90 shares

    0.07% of the 13F portfolio, value $289,000.

    13F-HR 0001080366-18-000001 filed by CATAWBA CAPITAL MANAGEMENT /VA
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2017-09-30
    13F 5,579 shares
    Change vs previous 13F -115 shares

    0.07% of the 13F portfolio, value $296,000.

    13F-HR 0001080366-17-000004 filed by CATAWBA CAPITAL MANAGEMENT /VA
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2017-06-30
    13F 5,694 shares
    Change vs previous 13F -25 shares

    0.07% of the 13F portfolio, value $296,000.

    13F-HR 0001080366-17-000003 filed by CATAWBA CAPITAL MANAGEMENT /VA
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2017-03-31
    13F 5,719 shares
    Change vs previous 13F -236 shares

    0.06% of the 13F portfolio, value $293,000.

    13F-HR 0001080366-17-000002 filed by CATAWBA CAPITAL MANAGEMENT /VA
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2016-12-31
    13F 5,955 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $289,000.

    13F-HR 0001080366-17-000001 filed by CATAWBA CAPITAL MANAGEMENT /VA
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2016-09-30
    13F 5,955 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $292,000.

    13F-HR 0001080366-16-000008 filed by CATAWBA CAPITAL MANAGEMENT /VA
    Filed (acceptance time not in the bulk data set), ingested

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