CI Investments Inc
XLU icon

CI Investments Inc’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

CI Investments Inc’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-6,540
Closed -$190K – 341
2019
Q1 		$190K Sell
6,540
-5,460
-46% -$152K ﹤0.01% 307
2018
Q4 		$318K Buy
+12,000
New +$326K ﹤0.01% 294

Other funds holding XLU

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CI Investments Inc's XLU Position: Q2 2019 in Review

CI Investments Inc sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2019, closing a stake of 6,540 shares — an estimated $190K sold.

CI Investments Inc first reported a position in XLU in Q4 2018 and held it in 2 quarters. The position peaked at $318K in Q4 2018. 754 funds tracked by Wall St. Rank hold XLU as of Q2 2019.

  • CI Investments Inc reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2019 after selling out during the quarter.
  • CI Investments Inc sold 6,540 State Street Utilities Select Sector SPDR ETF shares in Q2 2019, an estimated $190K.
  • CI Investments Inc first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2018 and held it in 2 quarters.
  • CI Investments Inc's State Street Utilities Select Sector SPDR ETF position peaked at $318K in Q4 2018.
  • 754 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2019.

Based on CI Investments Inc's 13F filing for Q2 2019, filed 12 Aug 2019.