EFS
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Essex Financial Services’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Essex Financial Services’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
2016
Q1 		– Sell
-9,780
Closed -$212K – 326
2015
Q4 		$212K Buy
+9,780
New +$217K 0.05% 289
2015
Q3 		– Sell
-9,792
Closed -$236K – 342
2015
Q2 		$236K Hold
9,792
– – 0.06% 279
2015
Q1 		$239K Buy
9,792
+150
+2% +$3.71K 0.06% 276
2014
Q4 		$234K Buy
9,642
+40
+0.4% +$967 0.06% 278
2014
Q3 		$238K Hold
9,602
– – 0.07% 256
2014
Q2 		$238K Hold
9,602
– – 0.07% 260
2014
Q1 		$227K Hold
9,602
– – 0.07% 250
2013
Q4 		$222K Buy
+9,602
New +$211K 0.08% 249

Other funds holding XLB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $1.86B AUM 15.66% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $90.6B AUM 36.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return