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Geneva Advisors, LLC: XLV position timeline

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

Geneva Advisors, LLC held 33,820 XLV shares at 2017-06-30 per its 13F-HR filed 2017-08-07.

the latest 13F is the newest step

  1. period ended2017-06-30
    13F 33,820 shares
    Change vs previous 13F -6,956 shares

    0.05% of the 13F portfolio, value $2,680,000.

    13F-HR 0001144204-17-040796 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2017-03-31
    13F 40,776 shares
    Change vs previous 13F -4,732 shares

    0.05% of the 13F portfolio, value $3,032,000.

    13F-HR 0001144204-17-023557 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2016-12-31
    13F 45,508 shares
    Change vs previous 13F +8,326 shares

    0.06% of the 13F portfolio, value $3,137,000.

    13F-HR 0001144204-17-007302 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2016-09-30
    13F 37,182 shares
    Change vs previous 13F -12,084 shares

    0.05% of the 13F portfolio, value $2,681,000.

    13F-HR 0001144204-16-132719 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2016-06-30
    13F 49,266 shares
    Change vs previous 13F -10,524 shares

    0.07% of the 13F portfolio, value $3,533,000.

    13F-HR 0001144204-16-117161 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2016-03-31
    13F 59,790 shares
    Change vs previous 13F -3,991 shares

    0.08% of the 13F portfolio, value $4,053,000.

    13F-HR 0001144204-16-098533 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2015-12-31
    13F 63,781 shares
    Change vs previous 13F +59,217 shares

    0.09% of the 13F portfolio, value $4,594,000.

    13F-HR 0001144204-16-078984 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2015-09-30
    13F 4,564 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $302,000.

    13F-HR 0001144204-15-062408 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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