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

Doyle Wealth Management’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
2019 Q3	–	Sell	-1,540	Closed	-$119K	–	783
2019 Q2	$119K	Buy	+1,540	New	+$117K	0.02%	249
2019 Q1	–	Sell	-1,540	Closed	-$99K	–	773
2018 Q4	$99K	Buy	+1,540	New	+$109K	0.02%	254

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Doyle Wealth Management's XLI Position: Q3 2019 in Review

Doyle Wealth Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2019, closing a stake of 1,540 shares — an estimated $119K sold.

Doyle Wealth Management first reported a position in XLI in Q4 2018 and held it in 2 quarters. The position peaked at $119K in Q2 2019. 668 funds tracked by Wall St. Rank hold XLI as of Q3 2019.

Doyle Wealth Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 1,540 State Street Industrial Select Sector SPDR ETF shares in Q3 2019, an estimated $119K.
Doyle Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2018 and held it in 2 quarters.
Doyle Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $119K in Q2 2019.
668 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.