Aevitas Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Aevitas Wealth Management’s Portfolio XLI Stock Details XLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-56	Closed	-$4K	–	407
2018 Q4	$4K	Buy	+56	New	+$3.97K	﹤0.01%	355

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Aevitas Wealth Management's XLI Position: Q1 2019 in Review

Aevitas Wealth Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2019, closing a stake of 56 shares — an estimated $4K sold.

Aevitas Wealth Management first reported a position in XLI in Q4 2018 and held it in 1 quarter. The position peaked at $4K in Q4 2018. 692 funds tracked by Wall St. Rank hold XLI as of Q1 2019.

Aevitas Wealth Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2019 after selling out during the quarter.
Aevitas Wealth Management sold 56 State Street Industrial Select Sector SPDR ETF shares in Q1 2019, an estimated $4K.
Aevitas Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2018 and held it in 1 quarter.
Aevitas Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $4K in Q4 2018.
692 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2019.

Based on Aevitas Wealth Management's 13F filing for Q1 2019, filed 9 May 2019.