Kiwi Wealth Investments Limited Partnership’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
2016 Q3	–	Sell	-141,407	Closed	-$7.91M	–	145
2016 Q2	$7.91M	Sell	141,407 -475	-0.3%	-$26.5K	0.77%	43
2016 Q1	$7.87M	Buy	+141,882	New	+$7.33M	0.8%	51
2015 Q2	–	Sell	-298,568	Closed	-$16.7M	–	88
2015 Q1	$16.7M	Sell	298,568 -277,825	-48%	-$15.6M	1.69%	22
2014 Q4	$32.6M	Buy	576,393 +23,234	+4%	+$1.28M	3.25%	6
2014 Q3	$29.4M	Buy	+553,159	New	+$29.7M	2.75%	6

Other funds holding XLI

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's XLI Position: Q3 2016 in Review

Kiwi Wealth Investments Limited Partnership sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2016, closing a stake of 141,407 shares — an estimated $7.91M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in XLI in Q3 2014 and held it in 5 quarters. The position peaked at $32.6M in Q4 2014. 422 funds tracked by Wall St. Rank hold XLI as of Q3 2016.

Kiwi Wealth Investments Limited Partnership reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2016 after selling out during the quarter.
Kiwi Wealth Investments Limited Partnership sold 141,407 State Street Industrial Select Sector SPDR ETF shares in Q3 2016, an estimated $7.91M.
Kiwi Wealth Investments Limited Partnership first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2014 and held it in 5 quarters.
Kiwi Wealth Investments Limited Partnership's State Street Industrial Select Sector SPDR ETF position peaked at $32.6M in Q4 2014.
422 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2016.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q3 2016, filed 8 Nov 2016.