Cetera Investment Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Cetera Investment 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
2017 Q2	–	Sell	-4,881	Closed	-$318K	–	98
2017 Q1	$318K	Sell	4,881 -5,005	-51%	-$323K	0.36%	92
2016 Q4	$615K	Buy	9,886 +3,260	+49%	+$196K	0.46%	83
2016 Q3	$387K	Sell	6,626 -3,431	-34%	-$199K	0.25%	91
2016 Q2	$563K	Sell	10,057 -6,380	-39%	-$356K	0.33%	85
2016 Q1	$914K	Buy	+16,437	New	+$850K	0.47%	79

Other funds holding XLI

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

HCM

Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cetera Investment Management's XLI Position: Q2 2017 in Review

Cetera Investment Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2017, closing a stake of 4,881 shares — an estimated $318K sold.

Cetera Investment Management first reported a position in XLI in Q1 2016 and held it in 5 quarters. The position peaked at $914K in Q1 2016. 546 funds tracked by Wall St. Rank hold XLI as of Q2 2017.

Cetera Investment Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2017 after selling out during the quarter.
Cetera Investment Management sold 4,881 State Street Industrial Select Sector SPDR ETF shares in Q2 2017, an estimated $318K.
Cetera Investment Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2016 and held it in 5 quarters.
Cetera Investment Management's State Street Industrial Select Sector SPDR ETF position peaked at $914K in Q1 2016.
546 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2017.

Based on Cetera Investment Management's 13F filing for Q2 2017, filed 14 Aug 2017.