Berman Capital Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Berman Capital 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
2019 Q1	–	Sell	-78	Closed	-$1K	–	1497
2018 Q4	$1K	Buy	+78	New	+$2.08K	﹤0.01%	1081

Other funds holding XLB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Berman Capital Advisors's XLB Position: Q1 2019 in Review

Berman Capital Advisors sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q1 2019, closing a stake of 78 shares — an estimated $1K sold.

Berman Capital Advisors first reported a position in XLB in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 451 funds tracked by Wall St. Rank hold XLB as of Q1 2019.

Berman Capital Advisors reported no remaining State Street Materials Select Sector SPDR ETF position as of Q1 2019 after selling out during the quarter.
Berman Capital Advisors sold 78 State Street Materials Select Sector SPDR ETF shares in Q1 2019, an estimated $1K.
Berman Capital Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2018 and held it in 1 quarter.
Berman Capital Advisors's State Street Materials Select Sector SPDR ETF position peaked at $1K in Q4 2018.
451 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2019.

Based on Berman Capital Advisors's 13F filing for Q1 2019, filed 8 May 2019.