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Investment House LLC’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Investment House LLC’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
2018
Q3 		– Sell
-3,770
Closed -$270K – 204
2018
Q2 		$270K Buy
+3,770
New +$280K 0.03% 171

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Investment House LLC's XLI Position: Q3 2018 in Review

Investment House LLC sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2018, closing a stake of 3,770 shares — an estimated $270K sold.

Investment House LLC first reported a position in XLI in Q2 2018 and held it in 1 quarter. The position peaked at $270K in Q2 2018. 622 funds tracked by Wall St. Rank hold XLI as of Q3 2018.

  • Investment House LLC reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2018 after selling out during the quarter.
  • Investment House LLC sold 3,770 State Street Industrial Select Sector SPDR ETF shares in Q3 2018, an estimated $270K.
  • Investment House LLC first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2018 and held it in 1 quarter.
  • Investment House LLC's State Street Industrial Select Sector SPDR ETF position peaked at $270K in Q2 2018.
  • 622 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2018.

Based on Investment House LLC's 13F filing for Q3 2018, filed 9 Oct 2018.