LIM
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Longfellow Investment Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Longfellow Investment Management’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
2019
Q1 		– Sell
-381
Closed -$25K – 121
2018
Q4 		$25K Hold
381
– – 0.01% 99
2018
Q3 		$30K Buy
+381
New +$29K 0.01% 104

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Longfellow Investment Management's XLI Position: Q1 2019 in Review

Longfellow Investment Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2019, closing a stake of 381 shares — an estimated $25K sold.

Longfellow Investment Management first reported a position in XLI in Q3 2018 and held it in 2 quarters. The position peaked at $30K in Q3 2018. 692 funds tracked by Wall St. Rank hold XLI as of Q1 2019.

  • Longfellow Investment Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2019 after selling out during the quarter.
  • Longfellow Investment Management sold 381 State Street Industrial Select Sector SPDR ETF shares in Q1 2019, an estimated $25K.
  • Longfellow Investment Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2018 and held it in 2 quarters.
  • Longfellow Investment Management's State Street Industrial Select Sector SPDR ETF position peaked at $30K in Q3 2018.
  • 692 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2019.

Based on Longfellow Investment Management's 13F filing for Q1 2019, filed 15 May 2019.