Edmond de Rothschild (Suisse)’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Edmond de Rothschild (Suisse)’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
2016 Q3	$864K	Buy	14,808 +14,633	+8,362%	+$850K	0.27%	88
2016 Q2	$10K	Buy	+175	New	+$9.76K	﹤0.01%	394

Other funds holding XLI

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

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

Goldman Sachs New York $1.15T AUM 47.82% 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

SGI

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

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

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Edmond de Rothschild (Suisse)'s XLI Position: Q3 2016 in Review

Edmond de Rothschild (Suisse) increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 8,362% in Q3 2016, buying an estimated $850K and bringing the position to 14,808 shares worth $864K. The position accounts for 0.27% of the portfolio, ranked #88.

Edmond de Rothschild (Suisse) first reported a position in XLI in Q2 2016 and has held it in 2 quarters since. 423 funds tracked by Wall St. Rank hold XLI as of Q3 2016.

Edmond de Rothschild (Suisse) held 14,808 shares of State Street Industrial Select Sector SPDR ETF worth $864K as of Q3 2016.
Edmond de Rothschild (Suisse) bought 14,633 State Street Industrial Select Sector SPDR ETF shares in Q3 2016, an estimated $850K.
State Street Industrial Select Sector SPDR ETF made up 0.27% of Edmond de Rothschild (Suisse)'s portfolio in Q3 2016, its #88 holding.
Edmond de Rothschild (Suisse) first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2016 and has held it in 2 quarters since.
423 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2016.

Based on Edmond de Rothschild (Suisse)'s 13F filing for Q3 2016, filed 14 Nov 2016.