Coyle Financial Counsel’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Coyle Financial Counsel’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
2018 Q2	–	Sell	-3,154	Closed	-$106K	–	327
2018 Q1	$106K	Buy	+3,154	New	+$95.6K	0.11%	39
2017 Q2	$268K	Sell	9,958 -178	-2%	-$4.73K	0.36%	33
2017 Q1	$266K	Sell	10,136 -738	-7%	-$19.2K	0.35%	36
2016 Q4	$270K	Sell	10,874 -1,856	-15%	-$45K	0.58%	21
2016 Q3	$300K	Sell	12,730 -194	-2%	-$4.67K	0.43%	34
2016 Q2	$299K	Sell	12,924 -978	-7%	-$22.8K	0.43%	39
2016 Q1	$311K	Buy	13,902 +412	+3%	+$8.53K	0.49%	27
2015 Q4	$293K	Sell	13,490 -208	-2%	-$4.62K	0.29%	40
2015 Q3	$273K	Buy	13,698 +1,754	+15%	+$39K	0.26%	38
2015 Q2	$289K	Sell	11,944 -358	-3%	-$9K	0.32%	37
2015 Q1	$300K	Sell	12,302 -1,498	-11%	-$37.1K	0.33%	38
2014 Q4	$335K	Hold	13,800	–	–	0.41%	36
2014 Q3	$342K	Hold	13,800	–	–	0.43%	36
2014 Q2	$343K	Hold	13,800	–	–	0.47%	33
2014 Q1	$326K	Buy	13,800 +536	+4%	+$12.3K	0.46%	33
2013 Q4	$307K	Buy	+13,264	New	+$292K	0.43%	32

Other funds holding XLB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Coyle Financial Counsel's XLB Position: Q2 2018 in Review

Coyle Financial Counsel sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q2 2018, closing a stake of 3,154 shares — an estimated $106K sold.

Coyle Financial Counsel first reported a position in XLB in Q4 2013 and held it in 16 quarters. The position peaked at $343K in Q2 2014. 463 funds tracked by Wall St. Rank hold XLB as of Q2 2018.

Coyle Financial Counsel reported no remaining State Street Materials Select Sector SPDR ETF position as of Q2 2018 after selling out during the quarter.
Coyle Financial Counsel sold 3,154 State Street Materials Select Sector SPDR ETF shares in Q2 2018, an estimated $106K.
Coyle Financial Counsel first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2013 and held it in 16 quarters.
Coyle Financial Counsel's State Street Materials Select Sector SPDR ETF position peaked at $343K in Q2 2014.
463 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2018.

Based on Coyle Financial Counsel's 13F filing for Q2 2018, filed 14 Aug 2018.