Litman Gregory Wealth Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Litman Gregory Wealth Management’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
2018 Q4	–	Sell	-44	Closed	-$1K	–	153
2018 Q3	$1K	Hold	44	–	–	﹤0.01%	112
2018 Q2	$1K	Hold	44	–	–	﹤0.01%	94
2018 Q1	$1K	Buy	+44	New	+$1.33K	﹤0.01%	166

Other funds holding XLB

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

SGI

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Litman Gregory Wealth Management's XLB Position: Q4 2018 in Review

Litman Gregory Wealth Management sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q4 2018, closing a stake of 44 shares — an estimated $1K sold.

Litman Gregory Wealth Management first reported a position in XLB in Q1 2018 and held it in 3 quarters. The position peaked at $1K in Q3 2018. 458 funds tracked by Wall St. Rank hold XLB as of Q4 2018.

Litman Gregory Wealth Management reported no remaining State Street Materials Select Sector SPDR ETF position as of Q4 2018 after selling out during the quarter.
Litman Gregory Wealth Management sold 44 State Street Materials Select Sector SPDR ETF shares in Q4 2018, an estimated $1K.
Litman Gregory Wealth Management first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2018 and held it in 3 quarters.
Litman Gregory Wealth Management's State Street Materials Select Sector SPDR ETF position peaked at $1K in Q3 2018.
458 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2018.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2018, filed 1 Feb 2019.