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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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Foresters Investment Management's XLI Position: Q2 2018 in Review

Foresters Investment Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2018, closing a stake of 177,100 shares — an estimated $13.2M sold.

Foresters Investment Management first reported a position in XLI in Q4 2013 and held it in 18 quarters. The position peaked at $14.9M in Q4 2017. 626 funds tracked by Wall St. Rank hold XLI as of Q2 2018.

  • Foresters Investment Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2018 after selling out during the quarter.
  • Foresters Investment Management sold 177,100 State Street Industrial Select Sector SPDR ETF shares in Q2 2018, an estimated $13.2M.
  • Foresters Investment Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2013 and held it in 18 quarters.
  • Foresters Investment Management's State Street Industrial Select Sector SPDR ETF position peaked at $14.9M in Q4 2017.
  • 626 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2018.

Based on Foresters Investment Management's 13F filing for Q2 2018, filed 13 Aug 2018.