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Disclosery

Counsel Portfolio Services Inc.: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Counsel Portfolio Services Inc. on XLU, newest first. How the timeline and the estimate are built.

Counsel Portfolio Services Inc. held 172,153 XLU shares at 2016-06-30 per its 13F-HR filed 2016-08-12.

the latest 13F is the newest step

  1. period ended2016-06-30
    13F 172,153 shares
    Change vs previous 13F -64,404 shares

    0.89% of the 13F portfolio, value $9,033,000.

    13F-HR 0001062993-16-011044 filed by Counsel Portfolio Services Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2016-03-31
    13F 236,557 shares
    Change vs previous 13F +236,557 shares

    1.54% of the 13F portfolio, value $11,738,000.

    13F-HR 0001062993-16-009648 filed by Counsel Portfolio Services Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2015-06-30
    13F 0 shares
    Change vs previous 13F -120,364 shares

    13F-HR 0001062993-15-004413 filed by Counsel Portfolio Services 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.

  4. period ended2015-03-31
    13F 120,364 shares
    Change vs previous 13F +5,015 shares

    0.54% of the 13F portfolio, value $5,348,000.

    13F-HR 0001062993-15-002642 filed by Counsel Portfolio Services Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2014-12-31
    13F 115,349 shares
    Change vs previous 13F +5,721 shares

    0.55% of the 13F portfolio, value $5,447,000.

    13F-HR 0001062993-15-000629 filed by Counsel Portfolio Services Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2014-09-30
    13F 109,628 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $4,614,000.

    13F-HR 0001062993-14-006497 filed by Counsel Portfolio Services Inc.
    Filed (acceptance time not in the bulk data set), ingested

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