GAM
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Goldentree Asset Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Goldentree Asset 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
2013
Q3 		– Sell
-264,875
Closed -$11.3M – 32
2013
Q2 		$11.3M Buy
+264,875
New +$11.2M 3.54% 13

Other funds holding XLI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EA
Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Goldentree Asset Management's XLI Position: Q3 2013 in Review

Goldentree Asset Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2013, closing a stake of 264,875 shares — an estimated $11.3M sold.

Goldentree Asset Management first reported a position in XLI in Q2 2013 and held it in 1 quarter. The position peaked at $11.3M in Q2 2013. 310 funds tracked by Wall St. Rank hold XLI as of Q3 2013.

  • Goldentree Asset Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2013 after selling out during the quarter.
  • Goldentree Asset Management sold 264,875 State Street Industrial Select Sector SPDR ETF shares in Q3 2013, an estimated $11.3M.
  • Goldentree Asset Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2013 and held it in 1 quarter.
  • Goldentree Asset Management's State Street Industrial Select Sector SPDR ETF position peaked at $11.3M in Q2 2013.
  • 310 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2013.

Based on Goldentree Asset Management's 13F filing for Q3 2013, filed 14 Nov 2013.