Loomis, Sayles & Company
XLI icon

Loomis, Sayles & Company’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Loomis, Sayles & Company’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
2015
Q1 		– Sell
-715
Closed -$40K – 774
2014
Q4 		$40K Hold
715
– – ﹤0.01% 707
2014
Q3 		$38K Buy
+715
New +$38.4K ﹤0.01% 698

Other funds holding XLI

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $5B AUM 26.58% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Loomis, Sayles & Company's XLI Position: Q1 2015 in Review

Loomis, Sayles & Company sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2015, closing a stake of 715 shares — an estimated $40K sold.

Loomis, Sayles & Company first reported a position in XLI in Q3 2014 and held it in 2 quarters. The position peaked at $40K in Q4 2014. 415 funds tracked by Wall St. Rank hold XLI as of Q1 2015.

  • Loomis, Sayles & Company reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2015 after selling out during the quarter.
  • Loomis, Sayles & Company sold 715 State Street Industrial Select Sector SPDR ETF shares in Q1 2015, an estimated $40K.
  • Loomis, Sayles & Company first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2014 and held it in 2 quarters.
  • Loomis, Sayles & Company's State Street Industrial Select Sector SPDR ETF position peaked at $40K in Q4 2014.
  • 415 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2015.

Based on Loomis, Sayles & Company's 13F filing for Q1 2015, filed 14 May 2015.