Foresters Investment Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Foresters Investment Management’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	$23.3M	Buy	718,500 +191,400	+36%	+$5.91M	0.46%	66
2019 Q2	$15.7M	Sell	527,100 -68,800	-12%	-$2.02M	0.28%	121
2019 Q1	$17.3M	Buy	595,900 +220,500	+59%	+$6.13M	0.3%	114
2018 Q4	$9.93M	Sell	375,400 -57,400	-13%	-$1.56M	0.19%	163
2018 Q3	$11.4M	Buy	+432,800	New	+$11.5M	0.18%	173
2018 Q1	–	Sell	-221,000	Closed	-$5.82M	–	577
2017 Q4	$5.82M	Buy	+221,000	New	+$6.06M	0.09%	239

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Foresters Investment Management's XLU Position: Q3 2019 in Review

Foresters Investment Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 36% in Q3 2019, buying an estimated $5.91M and bringing the position to 718,500 shares worth $23.3M. The position accounts for 0.46% of the portfolio, ranked #66.

Foresters Investment Management first reported a position in XLU in Q4 2017 and has held it in 6 quarters since. 776 funds tracked by Wall St. Rank hold XLU as of Q3 2019.

Foresters Investment Management held 718,500 shares of State Street Utilities Select Sector SPDR ETF worth $23.3M as of Q3 2019.
Foresters Investment Management bought 191,400 State Street Utilities Select Sector SPDR ETF shares in Q3 2019, an estimated $5.91M.
State Street Utilities Select Sector SPDR ETF made up 0.46% of Foresters Investment Management's portfolio in Q3 2019, its #66 holding.
Foresters Investment Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2017 and has held it in 6 quarters since.
776 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2019.

Based on Foresters Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.