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All Terrain Financial Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

All Terrain Financial Advisors’s Portfolio XLB Stock Details XLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-6,610
Closed -$203K – 236
2019
Q4 		$203K Buy
+6,610
New +$195K 0.08% 149
2019
Q2 		– Sell
-7,554
Closed -$210K – 259
2019
Q1 		$210K Sell
7,554
-3,572
-32% -$96.3K 0.1% 156
2018
Q4 		$281K Sell
11,126
-258
-2% -$6.88K 0.15% 109
2018
Q3 		$330K Sell
11,384
-340
-3% -$10K 0.15% 114
2018
Q2 		$340K Sell
11,724
-700
-6% -$20.5K 0.17% 102
2018
Q1 		$354K Buy
12,424
+3,844
+45% +$117K 0.18% 102
2017
Q4 		$260K Buy
+8,580
New +$253K 0.14% 130

Other funds holding XLB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return