Lodestar Investment Counsel’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Lodestar Investment Counsel’s Portfolio XHB Stock Details XHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-7,400	Closed	-$293K	–	185
2018 Q2	$293K	Sell	7,400 -600	-8%	-$24K	0.03%	159
2018 Q1	$326K	Hold	8,000	–	–	0.04%	148
2017 Q4	$354K	Hold	8,000	–	–	0.04%	144
2017 Q3	$319K	Hold	8,000	–	–	0.04%	145
2017 Q2	$308K	Hold	8,000	–	–	0.04%	141
2017 Q1	$298K	Hold	8,000	–	–	0.04%	142
2016 Q4	$271K	Hold	8,000	–	–	0.04%	142
2016 Q3	$272K	Hold	8,000	–	–	0.04%	144
2016 Q2	$268K	Hold	8,000	–	–	0.04%	144
2016 Q1	$271K	Hold	8,000	–	–	0.04%	143
2015 Q4	$273K	Hold	8,000	–	–	0.04%	126
2015 Q3	$274K	Hold	8,000	–	–	0.05%	124
2015 Q2	$293K	Hold	8,000	–	–	0.05%	128
2015 Q1	$295K	Hold	8,000	–	–	0.05%	129
2014 Q4	$273K	Hold	8,000	–	–	0.08%	98
2014 Q3	$237K	Hold	8,000	–	–	0.07%	103
2014 Q2	$262K	Hold	8,000	–	–	0.08%	102
2014 Q1	$260K	Hold	8,000	–	–	0.08%	101
2013 Q4	$266K	Hold	8,000	–	–	0.09%	88
2013 Q3	$245K	Hold	8,000	–	–	0.09%	88
2013 Q2	$235K	Buy	+8,000	New	+$242K	0.09%	84

Other funds holding XHB

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return

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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Lodestar Investment Counsel's XHB Position: Q3 2018 in Review

Lodestar Investment Counsel sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q3 2018, closing a stake of 7,400 shares — an estimated $293K sold.

Lodestar Investment Counsel first reported a position in XHB in Q2 2013 and held it in 21 quarters. The position peaked at $354K in Q4 2017. 131 funds tracked by Wall St. Rank hold XHB as of Q3 2018.

Lodestar Investment Counsel reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q3 2018 after selling out during the quarter.
Lodestar Investment Counsel sold 7,400 State Street SPDR S&P Homebuilders ETF shares in Q3 2018, an estimated $293K.
Lodestar Investment Counsel first reported a position in State Street SPDR S&P Homebuilders ETF in Q2 2013 and held it in 21 quarters.
Lodestar Investment Counsel's State Street SPDR S&P Homebuilders ETF position peaked at $354K in Q4 2017.
131 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q3 2018.

Based on Lodestar Investment Counsel's 13F filing for Q3 2018, filed 18 Oct 2018.