Icon Wealth Partners’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Icon Wealth Partners’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 Q4	–	Sell	-12,516	Closed	-$363K	–	260
2018 Q3	$363K	Buy	+12,516	New	+$369K	0.15%	106

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Icon Wealth Partners's XLB Position: Q4 2018 in Review

Icon Wealth Partners sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q4 2018, closing a stake of 12,516 shares — an estimated $363K sold.

Icon Wealth Partners first reported a position in XLB in Q3 2018 and held it in 1 quarter. The position peaked at $363K in Q3 2018. 458 funds tracked by Wall St. Rank hold XLB as of Q4 2018.

Icon Wealth Partners reported no remaining State Street Materials Select Sector SPDR ETF position as of Q4 2018 after selling out during the quarter.
Icon Wealth Partners sold 12,516 State Street Materials Select Sector SPDR ETF shares in Q4 2018, an estimated $363K.
Icon Wealth Partners first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2018 and held it in 1 quarter.
Icon Wealth Partners's State Street Materials Select Sector SPDR ETF position peaked at $363K in Q3 2018.
458 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2018.

Based on Icon Wealth Partners's 13F filing for Q4 2018, filed 14 Feb 2019.