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Simply Money Advisors: XLU position timeline

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

Simply Money Advisors held 43,201 XLU shares at 2018-03-31 per its 13F-HR filed 2018-04-17.

the latest 13F is the newest step

  1. period ended2018-03-31
    13F 43,201 shares
    Change vs previous 13F -953 shares

    0.31% of the 13F portfolio, value $2,183,000.

    13F-HR 0001580642-18-002094 filed by Simply Money Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2017-12-31
    13F 44,154 shares
    Change vs previous 13F -4,406 shares

    0.3% of the 13F portfolio, value $2,326,000.

    13F-HR 0001580642-18-000155 filed by Simply Money Advisors
    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 48,560 shares
    Change vs previous 13F -7,113 shares

    0.34% of the 13F portfolio, value $2,576,000.

    13F-HR 0001580642-17-005599 filed by Simply Money Advisors
    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 55,673 shares
    Change vs previous 13F -6,550 shares

    0.39% of the 13F portfolio, value $2,893,000.

    13F-HR 0001580642-17-003938 filed by Simply Money Advisors
    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 62,223 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $3,193,000.

    13F-HR 0001580642-17-002433 filed by Simply Money Advisors
    Filed (acceptance time not in the bulk data set), ingested

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