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Disclosery

Weatherstone Capital Management: XLP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Weatherstone Capital Management on XLP, newest first. How the timeline and the estimate are built.

Weatherstone Capital Management held 26,213 XLP shares at 2019-03-31 per its 13F-HR filed 2019-04-16.

the latest 13F is the newest step

  1. period ended2019-03-31
    13F 26,213 shares
    Change vs previous 13F -27,127 shares

    1.56% of the 13F portfolio, value $1,471,000.

    13F-HR 0001535578-19-000004 filed by Weatherstone Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2018-12-31
    13F/A 53,340 shares
    Change vs previous 13F -82,399 shares

    0.67% of the 13F portfolio, value $2,709,000.

    13F-HR 0001535578-19-000002 filed by Weatherstone Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2018-09-30
    13F 135,739 shares
    Change vs previous 13F +135,739 shares

    5.62% of the 13F portfolio, value $7,320,000.

    13F-HR 0001535578-18-000005 filed by Weatherstone Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2018-06-30
    13F 0 shares
    Change vs previous 13F -4,810 shares

    13F-HR 0001535578-18-000004 filed by Weatherstone Capital Management
    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.

  5. period ended2018-03-31
    13F 4,810 shares
    Change vs previous 13F -7,994 shares

    0.19% of the 13F portfolio, value $253,000.

    13F-HR 0001535578-18-000003 filed by Weatherstone Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2017-12-31
    13F 12,804 shares
    Change vs previous 13F +1,220 shares

    0.48% of the 13F portfolio, value $728,000.

    13F-HR 0001535578-18-000001 filed by Weatherstone Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2017-09-30
    13F 11,584 shares
    Change vs previous 13F -43,023 shares

    0.43% of the 13F portfolio, value $625,000.

    13F-HR 0001535578-17-000004 filed by Weatherstone Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2017-06-30
    13F 54,607 shares
    Change vs previous 13F not available

    1.99% of the 13F portfolio, value $3,000,000.

    13F-HR 0001535578-17-000003 filed by Weatherstone Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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