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Disclosery

Visionary Asset Management, Inc.: XLY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Visionary Asset Management, Inc. on XLY, newest first. How the timeline and the estimate are built.

Visionary Asset Management, Inc. held 0 XLY shares at 2018-12-31 per its 13F-HR filed 2019-01-11.

the latest 13F is the newest step

  1. period ended2018-12-31
    13F 0 shares
    Change vs previous 13F -7,253 shares

    13F-HR 0001420506-19-000005 filed by Visionary Asset Management, Inc.
    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 ended2018-09-30
    13F 7,253 shares
    Change vs previous 13F +195 shares

    0.27% of the 13F portfolio, value $850,000.

    13F-HR 0001420506-18-000803 filed by Visionary Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2018-06-30
    13F 7,058 shares
    Change vs previous 13F +250 shares

    0.26% of the 13F portfolio, value $771,000.

    13F-HR 0001420506-18-000580 filed by Visionary Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2018-03-31
    13F 6,808 shares
    Change vs previous 13F -125 shares

    0.22% of the 13F portfolio, value $679,000.

    13F-HR 0001420506-18-000288 filed by Visionary Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2017-12-31
    13F 6,933 shares
    Change vs previous 13F -342 shares

    0.19% of the 13F portfolio, value $684,000.

    13F-HR 0001420506-18-000007 filed by Visionary Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2017-09-30
    13F 7,275 shares
    Change vs previous 13F -265 shares

    0.19% of the 13F portfolio, value $655,000.

    13F-HR 0001420506-17-000838 filed by Visionary Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2017-06-30
    13F 7,540 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $676,000.

    13F-HR 0001420506-17-000470 filed by Visionary Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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