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FIM
Foresters Investment Management’s
State Street Industrial Select Sector SPDR ETF
XLI
Stock Holding History
Foresters Investment 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
2018
Q2
–
Sell
-177,100
Closed
-$13.2M
–
406
2018
Q1
$13.2M
Sell
177,100
-19,400
-10%
-$1.49M
0.22%
154
2017
Q4
$14.9M
Buy
196,500
+32,700
+20%
+$2.38M
0.23%
149
2017
Q3
$11.6M
Buy
163,800
+80,500
+97%
+$5.54M
0.19%
170
2017
Q2
$5.67M
Hold
83,300
–
–
0.1%
225
2017
Q1
$5.42M
Hold
83,300
–
–
0.1%
225
2016
Q4
$5.25M
Buy
83,300
+29,800
+56%
+$1.8M
0.09%
227
2016
Q3
$3.12M
Hold
53,500
–
–
0.06%
262
2016
Q2
$2.99M
Hold
53,500
–
–
0.06%
266
2016
Q1
$2.97M
Hold
53,500
–
–
0.06%
258
2015
Q4
$2.84M
Sell
53,500
-62,600
-54%
-$3.36M
0.06%
256
2015
Q3
$5.79M
Buy
116,100
+1,000
+0.9%
+$52.7K
0.12%
190
2015
Q2
$6.22M
Sell
115,100
-8,400
-7%
-$471K
0.12%
195
2015
Q1
$6.89M
Sell
123,500
-78,925
-39%
-$4.44M
0.13%
176
2014
Q4
$11.5M
Buy
202,425
+1,600
+0.8%
+$87.9K
0.23%
143
2014
Q3
$10.7M
Sell
200,825
-400
-0.2%
-$21.5K
0.23%
148
2014
Q2
$10.9M
Sell
201,225
-400
-0.2%
-$21.4K
0.22%
154
2014
Q1
$10.6M
Sell
201,625
-59,950
-23%
-$3.08M
0.23%
148
2013
Q4
$13.7M
Buy
+261,575
New
+$12.9M
0.3%
122
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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