McKinley Carter Wealth Services’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

McKinley Carter Wealth Services’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 Q2	–	Sell	-104	Closed	-$3K	–	396
2018 Q1	$3K	Buy	+104	New	+$3.15K	﹤0.01%	418

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

McKinley Carter Wealth Services's XLB Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q2 2018, closing a stake of 104 shares — an estimated $3K sold.

McKinley Carter Wealth Services first reported a position in XLB in Q1 2018 and held it in 1 quarter. The position peaked at $3K in Q1 2018. 464 funds tracked by Wall St. Rank hold XLB as of Q2 2018.

McKinley Carter Wealth Services reported no remaining State Street Materials Select Sector SPDR ETF position as of Q2 2018 after selling out during the quarter.
McKinley Carter Wealth Services sold 104 State Street Materials Select Sector SPDR ETF shares in Q2 2018, an estimated $3K.
McKinley Carter Wealth Services first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2018 and held it in 1 quarter.
McKinley Carter Wealth Services's State Street Materials Select Sector SPDR ETF position peaked at $3K in Q1 2018.
464 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.