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Disclosery

PhaseCapital LP: XLU position timeline

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

PhaseCapital LP held 8,384 XLU 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 8,384 shares
    Change vs previous 13F -414 shares

    0.98% of the 13F portfolio, value $441,000.

    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 8,798 shares
    Change vs previous 13F -500 shares

    1.29% of the 13F portfolio, value $457,000.

    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 9,298 shares
    Change vs previous 13F +1,500 shares

    0.85% of the 13F portfolio, value $470,000.

    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 7,798 shares
    Change vs previous 13F -39,415 shares

    0.87% of the 13F portfolio, value $411,000.

    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 47,213 shares
    Change vs previous 13F +8,300 shares

    10.48% of the 13F portfolio, value $2,504,000.

    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 38,913 shares
    Change vs previous 13F -41,499 shares

    4.79% of the 13F portfolio, value $2,022,000.

    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 80,412 shares
    Change vs previous 13F +63,800 shares

    5.17% of the 13F portfolio, value $4,126,000.

    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 16,612 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $807,000.

    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).