Gary Goldberg Planning Services’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Gary Goldberg Planning Services’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
2014 Q4	$27K	Buy	485 +100	+26%	+$5.5K	0.01%	277
2014 Q3	$20K	Hold	385	–	–	0.01%	317
2014 Q2	$21K	Hold	385	–	–	0.01%	295
2014 Q1	$20K	Buy	385 +160	+71%	+$8.22K	0.01%	276
2013 Q4	$12K	Hold	225	–	–	0.01%	281
2013 Q3	$10K	Hold	225	–	–	0.01%	290
2013 Q2	$10K	Buy	+225	New	+$9.55K	0.01%	300

Other funds holding XLI

Goldman Sachs New York $871B 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 $530B AUM 22.01% 1-Year Est. Return

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

MAA

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

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

LMIM

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

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

Gary Goldberg Planning Services increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 26% in Q4 2014, buying an estimated $5.5K and bringing the position to 485 shares worth $27K. The position accounts for 0.01% of the portfolio, ranked #277.

Gary Goldberg Planning Services first reported a position in XLI in Q2 2013 and has held it in 7 quarters since. 410 funds tracked by Wall St. Rank hold XLI as of Q4 2014.

Gary Goldberg Planning Services held 485 shares of State Street Industrial Select Sector SPDR ETF worth $27K as of Q4 2014.
Gary Goldberg Planning Services bought 100 State Street Industrial Select Sector SPDR ETF shares in Q4 2014, an estimated $5.5K.
State Street Industrial Select Sector SPDR ETF made up 0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #277 holding.
Gary Goldberg Planning Services first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2013 and has held it in 7 quarters since.
410 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2014.

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