Iron Gate Global Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Iron Gate Global Advisors’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 Q4	–	Sell	-3,634	Closed	-$285K	–	220
2018 Q3	$285K	Sell	3,634 -365	-9%	-$27.8K	0.19%	49
2018 Q2	$286K	Buy	3,999 +635	+19%	+$47.1K	0.21%	38
2018 Q1	$250K	Sell	3,364 -1,172	-26%	-$90.3K	0.19%	43
2017 Q4	$343K	Hold	4,536	–	–	0.29%	38
2017 Q3	$322K	Buy	+4,536	New	+$312K	0.3%	38

Other funds holding XLI

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

SGI

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Iron Gate Global Advisors's XLI Position: Q4 2018 in Review

Iron Gate Global Advisors sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2018, closing a stake of 3,634 shares — an estimated $285K sold.

Iron Gate Global Advisors first reported a position in XLI in Q3 2017 and held it in 5 quarters. The position peaked at $343K in Q4 2017. 663 funds tracked by Wall St. Rank hold XLI as of Q4 2018.

Iron Gate Global Advisors reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2018 after selling out during the quarter.
Iron Gate Global Advisors sold 3,634 State Street Industrial Select Sector SPDR ETF shares in Q4 2018, an estimated $285K.
Iron Gate Global Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2017 and held it in 5 quarters.
Iron Gate Global Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $343K in Q4 2017.
663 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2018.

Based on Iron Gate Global Advisors's 13F filing for Q4 2018, filed 19 Feb 2019.