Independent Portfolio Consultants’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Independent Portfolio Consultants’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 Q3	–	Sell	-30,386	Closed	-$754K	–	955
2014 Q2	$754K	Sell	30,386 -5,810	-16%	-$140K	0.21%	129
2014 Q1	$855K	Buy	+36,196	New	+$832K	0.27%	108

Other funds holding XLB

Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Commerzbank Aktiengesellschaft Frankfurt, Germany $5B AUM 26.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Independent Portfolio Consultants's XLB Position: Q3 2014 in Review

Independent Portfolio Consultants sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q3 2014, closing a stake of 30,386 shares — an estimated $754K sold.

Independent Portfolio Consultants first reported a position in XLB in Q1 2014 and held it in 2 quarters. The position peaked at $855K in Q1 2014. 311 funds tracked by Wall St. Rank hold XLB as of Q3 2014.

Independent Portfolio Consultants reported no remaining State Street Materials Select Sector SPDR ETF position as of Q3 2014 after selling out during the quarter.
Independent Portfolio Consultants sold 30,386 State Street Materials Select Sector SPDR ETF shares in Q3 2014, an estimated $754K.
Independent Portfolio Consultants first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2014 and held it in 2 quarters.
Independent Portfolio Consultants's State Street Materials Select Sector SPDR ETF position peaked at $855K in Q1 2014.
311 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2014.

Based on Independent Portfolio Consultants's 13F filing for Q3 2014, filed 14 Nov 2014.