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Foresters Investment Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Foresters Investment Management’s Portfolio XLK Stock Details XLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-339,250
Closed -$12.8M – 366
2018
Q3 		$12.8M Buy
339,250
+200
+0.1% +$7.33K 0.2% 160
2018
Q2 		$11.8M Sell
339,050
-137,800
-29% -$4.73M 0.2% 166
2018
Q1 		$15.6M Sell
476,850
-61,950
-11% -$2.08M 0.26% 140
2017
Q4 		$17.2M Sell
538,800
-73,600
-12% -$2.31M 0.27% 135
2017
Q3 		$18.1M Sell
612,400
-105,600
-15% -$3.04M 0.29% 128
2017
Q2 		$19.6M Buy
718,000
+1,800
+0.3% +$49.5K 0.33% 114
2017
Q1 		$19.1M Buy
716,200
+1,400
+0.2% +$36.1K 0.34% 115
2016
Q4 		$17.5M Buy
714,800
+1,400
+0.2% +$33.4K 0.31% 123
2016
Q3 		$17M Buy
713,400
+1,400
+0.2% +$32.5K 0.32% 115
2016
Q2 		$15.4M Buy
712,000
+26,200
+4% +$568K 0.3% 116
2016
Q1 		$15.2M Hold
685,800
– – 0.31% 115
2015
Q4 		$14.7M Buy
685,800
+135,800
+25% +$2.92M 0.3% 121
2015
Q3 		$10.9M Hold
550,000
– – 0.23% 142
2015
Q2 		$11.4M Hold
550,000
– – 0.22% 144
2015
Q1 		$11.4M Hold
550,000
– – 0.22% 148
2014
Q4 		$11.4M Hold
550,000
– – 0.23% 144
2014
Q3 		$11M Hold
550,000
– – 0.23% 146
2014
Q2 		$10.5M Sell
550,000
-186,950
-25% -$3.46M 0.22% 159
2014
Q1 		$13.4M Sell
736,950
-900
-0.1% -$16.1K 0.29% 127
2013
Q4 		$13.2M Buy
737,850
+187,850
+34% +$3.18M 0.29% 125
2013
Q3 		$8.81M Hold
550,000
– – 0.21% 150
2013
Q2 		$8.41M Buy
+550,000
New +$8.51M 0.25% 116

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Foresters Investment Management's XLK Position: Q4 2018 in Review

Foresters Investment Management sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2018, closing a stake of 339,250 shares — an estimated $12.8M sold.

Foresters Investment Management first reported a position in XLK in Q2 2013 and held it in 22 quarters. The position peaked at $19.6M in Q2 2017. 902 funds tracked by Wall St. Rank hold XLK as of Q4 2018.

  • Foresters Investment Management reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2018 after selling out during the quarter.
  • Foresters Investment Management sold 339,250 State Street Technology Select Sector SPDR ETF shares in Q4 2018, an estimated $12.8M.
  • Foresters Investment Management first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2013 and held it in 22 quarters.
  • Foresters Investment Management's State Street Technology Select Sector SPDR ETF position peaked at $19.6M in Q2 2017.
  • 902 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2018.

Based on Foresters Investment Management's 13F filing for Q4 2018, filed 14 Feb 2019.