JOYN Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

JOYN 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
2019 Q1	–	Sell	-538	Closed	-$14K	–	1443
2018 Q4	$14K	Hold	538	–	–	﹤0.01%	833
2018 Q3	$16K	Hold	538	–	–	﹤0.01%	782
2018 Q2	$16K	Sell	538 -172	-24%	-$5.04K	﹤0.01%	756
2018 Q1	$20K	Buy	+710	New	+$21.5K	﹤0.01%	675

Other funds holding XLB

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

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

SGI

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

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

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

JOYN Advisors's XLB Position: Q1 2019 in Review

JOYN Advisors sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q1 2019, closing a stake of 538 shares — an estimated $14K sold.

JOYN Advisors first reported a position in XLB in Q1 2018 and held it in 4 quarters. The position peaked at $20K in Q1 2018. 451 funds tracked by Wall St. Rank hold XLB as of Q1 2019.

JOYN Advisors reported no remaining State Street Materials Select Sector SPDR ETF position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 538 State Street Materials Select Sector SPDR ETF shares in Q1 2019, an estimated $14K.
JOYN Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2018 and held it in 4 quarters.
JOYN Advisors's State Street Materials Select Sector SPDR ETF position peaked at $20K in Q1 2018.
451 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.