Gary Goldberg Planning Services’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Gary Goldberg Planning Services’s Portfolio XLB Stock Details XLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$5K	Sell	200 -45,462	-100%	-$1.1M	﹤0.01%	400
2014 Q3	$1.13M	Buy	45,662 +1,562	+4%	+$39K	0.47%	49
2014 Q2	$1.09M	Buy	44,100 +5,130	+13%	+$124K	0.48%	46
2014 Q1	$921K	Buy	38,970 +9,760	+33%	+$224K	0.45%	47
2013 Q4	$675K	Sell	29,210 -1,360	-4%	-$29.9K	0.39%	49
2013 Q3	$642K	Buy	+30,570	New	+$625K	0.39%	49

Other funds holding XLB

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

Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return

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

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

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

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

SGI

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Gary Goldberg Planning Services's XLB Position: Q4 2014 in Review

Gary Goldberg Planning Services reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 100% in Q4 2014, selling an estimated $1.1M and leaving 200 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #400.

Gary Goldberg Planning Services first reported a position in XLB in Q3 2013 and has held it in 6 quarters since. The position peaked at $1.13M in Q3 2014. 306 funds tracked by Wall St. Rank hold XLB as of Q4 2014.

Gary Goldberg Planning Services held 200 shares of State Street Materials Select Sector SPDR ETF worth $5K as of Q4 2014.
Gary Goldberg Planning Services sold 45,462 State Street Materials Select Sector SPDR ETF shares in Q4 2014, an estimated $1.1M.
State Street Materials Select Sector SPDR ETF made up ﹤0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #400 holding.
Gary Goldberg Planning Services first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2013 and has held it in 6 quarters since.
Gary Goldberg Planning Services's State Street Materials Select Sector SPDR ETF position peaked at $1.13M in Q3 2014.
306 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.