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Disclosery

SII INVESTMENTS INC/WI: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SII INVESTMENTS INC/WI on XLU, newest first. How the timeline and the estimate are built.

SII INVESTMENTS INC/WI held 0 XLU shares at 2017-12-31 per its 13F-HR filed 2018-02-09.

the latest 13F is the newest step

  1. period ended2017-12-31
    13F 0 shares
    Change vs previous 13F -8,333 shares

    13F-HR 0001085146-18-000439 filed by SII INVESTMENTS INC/WI
    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.

  2. period ended2017-09-30
    13F 8,333 shares
    Change vs previous 13F +8,333 shares

    0.03% of the 13F portfolio, value $439,000.

    13F-HR 0001085146-17-002267 filed by SII INVESTMENTS INC/WI
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2017-03-31
    13F 0 shares
    Change vs previous 13F -4,331 shares

    13F-HR 0001085146-17-001383 filed by SII INVESTMENTS INC/WI
    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 ended2016-12-31
    13F 4,331 shares
    Change vs previous 13F -10,729 shares

    0.02% of the 13F portfolio, value $210,000.

    13F-HR 0001085146-17-000520 filed by SII INVESTMENTS INC/WI
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2016-09-30
    13F 15,060 shares
    Change vs previous 13F -17,509 shares

    0.06% of the 13F portfolio, value $739,000.

    13F-HR 0001085146-16-004730 filed by SII INVESTMENTS INC/WI
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2016-06-30
    13F 32,569 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,706,000.

    13F-HR 0001085146-16-004209 filed by SII INVESTMENTS INC/WI
    Filed (acceptance time not in the bulk data set), ingested

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