Hochman Cole Investment Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Hochman Cole Investment Advisors’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
2018 Q1	–	Sell	-7,756	Closed	-$235K	–	104
2017 Q4	$235K	Hold	7,756	–	–	0.15%	89
2017 Q3	$220K	Sell	7,756 -1,546	-17%	-$42.6K	0.14%	87
2017 Q2	$250K	Hold	9,302	–	–	0.17%	78
2017 Q1	$244K	Buy	9,302 +412	+5%	+$10.7K	0.18%	78
2016 Q4	$221K	Buy	+8,890	New	+$216K	0.16%	85

Other funds holding XLB

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

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Hochman Cole Investment Advisors's XLB Position: Q1 2018 in Review

Hochman Cole Investment Advisors sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q1 2018, closing a stake of 7,756 shares — an estimated $235K sold.

Hochman Cole Investment Advisors first reported a position in XLB in Q4 2016 and held it in 5 quarters. The position peaked at $250K in Q2 2017. 473 funds tracked by Wall St. Rank hold XLB as of Q1 2018.

Hochman Cole Investment Advisors reported no remaining State Street Materials Select Sector SPDR ETF position as of Q1 2018 after selling out during the quarter.
Hochman Cole Investment Advisors sold 7,756 State Street Materials Select Sector SPDR ETF shares in Q1 2018, an estimated $235K.
Hochman Cole Investment Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2016 and held it in 5 quarters.
Hochman Cole Investment Advisors's State Street Materials Select Sector SPDR ETF position peaked at $250K in Q2 2017.
473 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2018.

Based on Hochman Cole Investment Advisors's 13F filing for Q1 2018, filed 4 May 2018.