EDELMAN FINANCIAL GROUP INC. XLY Holdings History
EDELMAN FINANCIAL GROUP INC.'s Consumer Discretionary Select Sector SPDR Holding Summary
As of 2015-12-31, EDELMAN FINANCIAL GROUP INC. held 182,180.00 shares of Consumer Discretionary Select Sector SPDR(XLY), totaling $14.24 Mil. This investment constitutes 2.13% of their stock portfolio, and EDELMAN FINANCIAL GROUP INC. now holds 0.17% of the outstanding Consumer Discretionary Select Sector SPDR(XLY) stock.
The initial trade took place in 2015Q2. And since then EDELMAN FINANCIAL GROUP INC. has made 2 purchases of XLY, at an average price of $77.61, for a total of 191,450.00 shares. In addition, there have been 1 sales at an average price of $76.81 for 9,270.00 shares. Based on historical transaction data and XLY's current price of $222.17, EDELMAN FINANCIAL GROUP INC.'s estimated gain on his XLY holdings is $26.33 Mil, reflecting a 177.20% gain to date.
EDELMAN FINANCIAL GROUP INC. XLY ($222.17) Holding Chart
EDELMAN FINANCIAL GROUP INC. XLY ($222.17) 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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