Lynch & Associates’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Lynch & Associates’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
2015 Q1	–	Sell	-9,020	Closed	-$219K	–	108
2014 Q4	$219K	Sell	9,020 -330	-4%	-$7.98K	0.12%	90
2014 Q3	$232K	Buy	9,350 +120	+1%	+$3K	0.13%	86
2014 Q2	$229K	Buy	9,230 +320	+4%	+$7.72K	0.13%	85
2014 Q1	$211K	Hold	8,910	–	–	0.12%	88
2013 Q4	$206K	Buy	+8,910	New	+$196K	0.12%	90

Other funds holding XLB

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Commerzbank Aktiengesellschaft Frankfurt, Germany $5B AUM 26.58% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.3% 1-Year Est. Return

Lynch & Associates's XLB Position: Q1 2015 in Review

Lynch & Associates sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q1 2015, closing a stake of 9,020 shares — an estimated $219K sold.

Lynch & Associates first reported a position in XLB in Q4 2013 and held it in 5 quarters. The position peaked at $232K in Q3 2014. 307 funds tracked by Wall St. Rank hold XLB as of Q1 2015.

Lynch & Associates reported no remaining State Street Materials Select Sector SPDR ETF position as of Q1 2015 after selling out during the quarter.
Lynch & Associates sold 9,020 State Street Materials Select Sector SPDR ETF shares in Q1 2015, an estimated $219K.
Lynch & Associates first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2013 and held it in 5 quarters.
Lynch & Associates's State Street Materials Select Sector SPDR ETF position peaked at $232K in Q3 2014.
307 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2015.

Based on Lynch & Associates's 13F filing for Q1 2015, filed 13 Apr 2015.