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CFC
Coyle Financial Counsel’s
State Street Industrial Select Sector SPDR ETF
XLI
Stock Holding History
Coyle Financial Counsel’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
2018
Q2
–
Sell
-1,595
Closed
-$104K
–
330
2018
Q1
$104K
Buy
+1,595
New
+$123K
0.11%
41
2017
Q2
$275K
Sell
4,041
-117
-3%
-$7.81K
0.37%
32
2017
Q1
$271K
Sell
4,158
-367
-8%
-$23.7K
0.35%
35
2016
Q4
$282K
Sell
4,525
-758
-14%
-$45.7K
0.61%
19
2016
Q3
$302K
Sell
5,283
-80
-1%
-$4.65K
0.44%
33
2016
Q2
$300K
Sell
5,363
-200
-4%
-$11.2K
0.43%
38
2016
Q1
$309K
Sell
5,563
-69
-1%
-$3.57K
0.49%
28
2015
Q4
$299K
Sell
5,632
-86
-2%
-$4.61K
0.29%
38
2015
Q3
$285K
Sell
5,718
-195
-3%
-$10.3K
0.27%
36
2015
Q2
$320K
Sell
5,913
-236
-4%
-$13.2K
0.36%
34
2015
Q1
$343K
Sell
6,149
-644
-9%
-$36.3K
0.38%
35
2014
Q4
$384K
Hold
6,793
–
–
0.46%
29
2014
Q3
$361K
Hold
6,793
–
–
0.45%
33
2014
Q2
$367K
Hold
6,793
–
–
0.5%
29
2014
Q1
$355K
Buy
6,793
+237
+4%
+$12.2K
0.5%
30
2013
Q4
$343K
Buy
+6,556
New
+$322K
0.47%
26
Other funds holding XLI
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
SGI
Swan Global Investments
Durango, Colorado
$1.86B AUM
15.66%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Barclays
London, United Kingdom
$280B AUM
33.63%
1-Year Est. Return
BNP Paribas Financial Markets
Paris, France
$152B AUM
31.61%
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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