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XLI icon

Cobiz Wealth’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Cobiz Wealth’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
2013
Q3 		– Sell
-347
Closed -$15K – 361
2013
Q2 		$15K Buy
+347
New +$14.7K ﹤0.01% 249

Other funds holding XLI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EA
Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Cobiz Wealth's XLI Position: Q3 2013 in Review

Cobiz Wealth sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2013, closing a stake of 347 shares — an estimated $15K sold.

Cobiz Wealth first reported a position in XLI in Q2 2013 and held it in 1 quarter. The position peaked at $15K in Q2 2013. 310 funds tracked by Wall St. Rank hold XLI as of Q3 2013.

  • Cobiz Wealth reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2013 after selling out during the quarter.
  • Cobiz Wealth sold 347 State Street Industrial Select Sector SPDR ETF shares in Q3 2013, an estimated $15K.
  • Cobiz Wealth first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2013 and held it in 1 quarter.
  • Cobiz Wealth's State Street Industrial Select Sector SPDR ETF position peaked at $15K in Q2 2013.
  • 310 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2013.

Based on Cobiz Wealth's 13F filing for Q3 2013, filed 6 Nov 2013.