Weatherstone Capital Management: XLU position timeline

Weatherstone Capital Management held 50,769 XLU 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 50,769 shares

   Change vs previous 13F +50,769 shares

   3.13% of the 13F portfolio, value $2,953,000.

   13F-HR 0001535578-19-000004 filed by Weatherstone Capital Management
   Filed 2019-04-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:56:23 UTC

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

2. period ended2018-03-31

   13F 0 shares

   Change vs previous 13F -6,079 shares

   13F-HR 0001535578-18-000003 filed by Weatherstone Capital Management
   Filed 2018-05-03 (acceptance time not in the bulk data set), ingested 2026-10-07 19:05:42 UTC

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

   Exited: the 13F for this period no longer lists the position.

3. period ended2017-12-31

   13F 6,079 shares

   Change vs previous 13F +783 shares

   0.21% of the 13F portfolio, value $320,000.

   13F-HR 0001535578-18-000001 filed by Weatherstone Capital Management
   Filed 2018-02-08 (acceptance time not in the bulk data set), ingested 2026-10-07 19:06:41 UTC

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

4. period ended2017-09-30

   13F 5,296 shares

   Change vs previous 13F -2,345 shares

   0.19% of the 13F portfolio, value $281,000.

   13F-HR 0001535578-17-000004 filed by Weatherstone Capital Management
   Filed 2017-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 19:07:28 UTC

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

5. period ended2017-06-30

   13F 7,641 shares

   Change vs previous 13F not available

   0.26% of the 13F portfolio, value $397,000.

   13F-HR 0001535578-17-000003 filed by Weatherstone Capital Management
   Filed 2017-08-10 (acceptance time not in the bulk data set), ingested 2026-10-07 19:08:39 UTC

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