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PhaseCapital LP: XLP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PhaseCapital LP on XLP, newest first. How the timeline and the estimate are built.

PhaseCapital LP held 7,300 XLP shares at 2018-09-30 per its 13F-HR filed 2018-11-07.

the latest 13F is the newest step

  1. period ended2018-09-30
    13F 7,300 shares
    Change vs previous 13F -909 shares

    0.87% of the 13F portfolio, value $393,000.

    13F-HR 0001619495-18-000006 filed by PhaseCapital LP
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2018-06-30
    13F 8,209 shares
    Change vs previous 13F -300 shares

    1.19% of the 13F portfolio, value $423,000.

    13F-HR 0001619495-18-000005 filed by PhaseCapital LP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2018-03-31
    13F 8,509 shares
    Change vs previous 13F +1,200 shares

    0.81% of the 13F portfolio, value $447,000.

    13F-HR 0001619495-18-000004 filed by PhaseCapital LP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2017-12-31
    13F 7,309 shares
    Change vs previous 13F -31,682 shares

    0.88% of the 13F portfolio, value $416,000.

    13F-HR 0001619495-18-000003 filed by PhaseCapital LP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2017-09-30
    13F 38,991 shares
    Change vs previous 13F +400 shares

    8.81% of the 13F portfolio, value $2,105,000.

    13F-HR 0001619495-17-000008 filed by PhaseCapital LP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2017-06-30
    13F 38,591 shares
    Change vs previous 13F -287,900 shares

    5.02% of the 13F portfolio, value $2,121,000.

    13F-HR 0001619495-17-000007 filed by PhaseCapital LP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2017-03-31
    13F 326,491 shares
    Change vs previous 13F +122,500 shares

    22.35% of the 13F portfolio, value $17,820,000.

    13F-HR 0001619495-17-000006 filed by PhaseCapital LP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2016-12-31
    13F 203,991 shares
    Change vs previous 13F not available

    12.97% of the 13F portfolio, value $10,548,000.

    13F-HR 0001619495-17-000002 filed by PhaseCapital LP
    Filed (acceptance time not in the bulk data set), ingested

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