CWP
XLB icon

Capital Wealth Planning’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Capital Wealth Planning’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
2017
Q3 		– Sell
-63,750
Closed -$1.72M – 202
2017
Q2 		$1.72M Buy
+63,750
New +$1.69M 0.27% 40

Other funds holding XLB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Capital Wealth Planning's XLB Position: Q3 2017 in Review

Capital Wealth Planning sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q3 2017, closing a stake of 63,750 shares — an estimated $1.72M sold.

Capital Wealth Planning first reported a position in XLB in Q2 2017 and held it in 1 quarter. The position peaked at $1.72M in Q2 2017. 409 funds tracked by Wall St. Rank hold XLB as of Q3 2017.

  • Capital Wealth Planning reported no remaining State Street Materials Select Sector SPDR ETF position as of Q3 2017 after selling out during the quarter.
  • Capital Wealth Planning sold 63,750 State Street Materials Select Sector SPDR ETF shares in Q3 2017, an estimated $1.72M.
  • Capital Wealth Planning first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2017 and held it in 1 quarter.
  • Capital Wealth Planning's State Street Materials Select Sector SPDR ETF position peaked at $1.72M in Q2 2017.
  • 409 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2017.

Based on Capital Wealth Planning's 13F filing for Q3 2017, filed 15 Nov 2017.