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SOUTH TEXAS MONEY MANAGEMENT LTD: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SOUTH TEXAS MONEY MANAGEMENT LTD on XLU, newest first. How the timeline and the estimate are built.

SOUTH TEXAS MONEY MANAGEMENT LTD held 2,162,526 XLU shares at 2019-09-30 per its 13F-HR filed 2019-11-13.

the latest 13F is the newest step

  1. period ended2019-09-30
    13F 2,162,526 shares
    Change vs previous 13F +163,311 shares

    5.92% of the 13F portfolio, value $140,002,000.

    13F-HR 0001259513-19-000007 filed by SOUTH TEXAS MONEY MANAGEMENT LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2019-06-30
    13F 1,999,215 shares
    Change vs previous 13F -17,051 shares

    5.09% of the 13F portfolio, value $119,213,000.

    13F-HR 0001259513-19-000005 filed by SOUTH TEXAS MONEY MANAGEMENT LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2019-03-31
    13F 2,016,266 shares
    Change vs previous 13F +23,190 shares

    5.05% of the 13F portfolio, value $117,286,000.

    13F-HR 0001259513-19-000004 filed by SOUTH TEXAS MONEY MANAGEMENT LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2018-12-31
    13F 1,993,076 shares
    Change vs previous 13F +137,745 shares

    5.05% of the 13F portfolio, value $105,474,000.

    13F-HR 0001259513-19-000002 filed by SOUTH TEXAS MONEY MANAGEMENT LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2018-09-30
    13F 1,855,331 shares
    Change vs previous 13F -4,304 shares

    4.11% of the 13F portfolio, value $97,683,000.

    13F-HR 0001259513-18-000008 filed by SOUTH TEXAS MONEY MANAGEMENT LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2018-06-30
    13F 1,859,635 shares
    Change vs previous 13F +42,494 shares

    4.22% of the 13F portfolio, value $96,627,000.

    13F-HR 0001259513-18-000006 filed by SOUTH TEXAS MONEY MANAGEMENT LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2018-03-31
    13F 1,817,141 shares
    Change vs previous 13F -348,318 shares

    4.21% of the 13F portfolio, value $91,820,000.

    13F-HR 0001259513-18-000005 filed by SOUTH TEXAS MONEY MANAGEMENT LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2017-12-31
    13F 2,165,459 shares
    Change vs previous 13F not available

    5.31% of the 13F portfolio, value $114,076,000.

    13F-HR 0001259513-18-000002 filed by SOUTH TEXAS MONEY MANAGEMENT LTD
    Filed (acceptance time not in the bulk data set), ingested

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