EDELMAN FINANCIAL GROUP INC. XLP Holdings History
Number of Shares
325,152.00
Current Holdings Value*
$16.42 Mil
% of Portfolio
2.45%
Total Estimate Gain
$10.37 Mil
% of Total Estimate Gain
65.07%
EDELMAN FINANCIAL GROUP INC.'s Consumer Staples Select Sector SPDR Holding Summary
As of 2015-12-31, EDELMAN FINANCIAL GROUP INC. held 325,152.00 shares of Consumer Staples Select Sector SPDR(XLP), totaling $16.42 Mil. This investment constitutes 2.45% of their stock portfolio, and EDELMAN FINANCIAL GROUP INC. now holds 0.15% of the outstanding Consumer Staples Select Sector SPDR(XLP) stock.
The initial trade took place in 2015Q3. And since then EDELMAN FINANCIAL GROUP INC. has made 2 purchases of XLP, at an average price of $49.00, for a total of 325,152.00 shares. Based on historical transaction data and XLP's current price of $80.89, EDELMAN FINANCIAL GROUP INC.'s estimated gain on his XLP holdings is $10.37 Mil, reflecting a 65.07% gain to date.
EDELMAN FINANCIAL GROUP INC. XLP ($80.89) Holding Chart
EDELMAN FINANCIAL GROUP INC. XLP ($80.89) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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