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TRAIN BABCOCK ADVISORS LLC: XLY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TRAIN BABCOCK ADVISORS LLC on XLY, newest first. How the timeline and the estimate are built.

TRAIN BABCOCK ADVISORS LLC held 34,038 XLY shares at 2017-12-31 per its 13F-HR filed 2018-01-10.

the latest 13F is the newest step

  1. period ended2017-12-31
    13F 34,038 shares
    Change vs previous 13F +34,038 shares

    1.48% of the 13F portfolio, value $3,359,000.

    13F-HR 0001174947-18-000020 filed by TRAIN BABCOCK 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 ended2017-09-30
    13F 0 shares
    Change vs previous 13F -35,885 shares

    13F-HR 0001174947-17-001466 filed by TRAIN BABCOCK ADVISORS LLC
    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.

  3. period ended2017-06-30
    13F 35,885 shares
    Change vs previous 13F -696 shares

    1.4% of the 13F portfolio, value $3,216,000.

    13F-HR 0001174947-17-001149 filed by TRAIN BABCOCK 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 ended2017-03-31
    13F 36,581 shares
    Change vs previous 13F -1,175 shares

    1.44% of the 13F portfolio, value $3,217,000.

    13F-HR 0001174947-17-000699 filed by TRAIN BABCOCK 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 ended2016-12-31
    13F 37,756 shares
    Change vs previous 13F 0 shares

    1.26% of the 13F portfolio, value $3,073,000.

    13F-HR 0001174947-17-000077 filed by TRAIN BABCOCK 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 ended2016-09-30
    13F 37,756 shares
    Change vs previous 13F +990 shares

    1.21% of the 13F portfolio, value $3,022,000.

    13F-HR 0001174947-16-003285 filed by TRAIN BABCOCK 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 ended2016-06-30
    13F 36,766 shares
    Change vs previous 13F -50 shares

    1.14% of the 13F portfolio, value $2,870,000.

    13F-HR 0001174947-16-002911 filed by TRAIN BABCOCK 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 ended2016-03-31
    13F 36,816 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $2,912,000.

    13F-HR 0001174947-16-002459 filed by TRAIN BABCOCK ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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