Family Capital Trust’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Family Capital Trust’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 Q2	–	Sell	-413	Closed	-$23K	–	67
2016 Q1	$23K	Hold	413	–	–	0.01%	58
2015 Q4	$22K	Hold	413	–	–	0.01%	60
2015 Q3	$21K	Hold	413	–	–	0.01%	69
2015 Q2	$22K	Hold	413	–	–	0.01%	66
2015 Q1	$23K	Hold	413	–	–	0.01%	73
2014 Q4	$23K	Hold	413	–	–	0.01%	81
2014 Q3	$22K	Sell	413 -180	-30%	-$9.66K	0.01%	79
2014 Q2	$32K	Hold	593	–	–	0.02%	80
2014 Q1	$31K	Sell	593 -4,062	-87%	-$209K	0.02%	82
2013 Q4	$243K	Sell	4,655 -175	-4%	-$8.6K	0.13%	52
2013 Q3	$224K	Sell	4,830 -60	-1%	-$2.71K	0.14%	60
2013 Q2	$208K	Buy	+4,890	New	+$208K	0.13%	60

Other funds holding XLI

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

HCM

Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return

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

Commerzbank Aktiengesellschaft Frankfurt, Germany $5B AUM 26.58% 1-Year Est. Return

SGI

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

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

Family Capital Trust's XLI Position: Q2 2016 in Review

Family Capital Trust sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2016, closing a stake of 413 shares — an estimated $23K sold.

Family Capital Trust first reported a position in XLI in Q2 2013 and held it in 12 quarters. The position peaked at $243K in Q4 2013. 398 funds tracked by Wall St. Rank hold XLI as of Q2 2016.

Family Capital Trust reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2016 after selling out during the quarter.
Family Capital Trust sold 413 State Street Industrial Select Sector SPDR ETF shares in Q2 2016, an estimated $23K.
Family Capital Trust first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2013 and held it in 12 quarters.
Family Capital Trust's State Street Industrial Select Sector SPDR ETF position peaked at $243K in Q4 2013.
398 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2016.

Based on Family Capital Trust's 13F filing for Q2 2016, filed 28 Jul 2016.