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CFN
Cordasco Financial Network’s
State Street Industrial Select Sector SPDR ETF
XLI
Stock Holding History
Cordasco Financial Network’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
2020
Q2
–
Sell
-110
Closed
-$6K
–
520
2020
Q1
$6K
Hold
110
–
–
0.01%
312
2019
Q4
$9K
Hold
110
–
–
0.01%
293
2019
Q3
$9K
Sell
110
-465
-81%
-$35.7K
0.01%
306
2019
Q2
$45K
Hold
575
–
–
0.04%
141
2019
Q1
$43K
Hold
575
–
–
0.04%
155
2018
Q4
$37K
Sell
575
-1,425
-71%
-$101K
0.04%
152
2018
Q3
$157K
Hold
2,000
–
–
0.15%
74
2018
Q2
$143K
Hold
2,000
–
–
0.14%
78
2018
Q1
$149K
Hold
2,000
–
–
0.16%
75
2017
Q4
$151K
Hold
2,000
–
–
0.16%
76
2017
Q3
$142K
Hold
2,000
–
–
0.16%
76
2017
Q2
$136K
Buy
2,000
+500
+33%
+$33.4K
0.15%
74
2017
Q1
$98K
Buy
1,500
+500
+50%
+$32.3K
0.11%
87
2016
Q4
$62K
Buy
+1,000
New
+$60.2K
0.07%
105
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1-Year Est. Return
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1-Year Est. Return
Morgan Stanley
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25.57%
1-Year Est. Return
UBS Group
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$564B AUM
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1-Year Est. Return
Citigroup
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$157B AUM
32.99%
1-Year Est. Return
BlackRock
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$5.7T AUM
30.48%
1-Year Est. Return
HIIFS
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$14.7B AUM
47%
1-Year Est. Return
Bank of Nova Scotia
Toronto, Ontario, Canada
$57.1B AUM
35.3%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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