Oak Point Wealth Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Oak Point Wealth Management’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 Q1	$1.24M	Sell	44,372 -4,226	-9%	-$128K	1.26%	26
2017 Q4	$1.48M	Buy	+48,598	New	+$1.43M	1.46%	21

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

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

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

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

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

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

Oak Point Wealth Management's XLB Position: Q1 2018 in Review

Oak Point Wealth Management reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 8.7% in Q1 2018, selling an estimated $128K and leaving 44,372 shares worth $1.24M. The position accounts for 1.26% of the portfolio, ranked #26.

Oak Point Wealth Management first reported a position in XLB in Q4 2017 and has held it in 2 quarters since. The position peaked at $1.48M in Q4 2017. 473 funds tracked by Wall St. Rank hold XLB as of Q1 2018.

Oak Point Wealth Management held 44,372 shares of State Street Materials Select Sector SPDR ETF worth $1.24M as of Q1 2018.
Oak Point Wealth Management sold 4,226 State Street Materials Select Sector SPDR ETF shares in Q1 2018, an estimated $128K.
State Street Materials Select Sector SPDR ETF made up 1.26% of Oak Point Wealth Management's portfolio in Q1 2018, its #26 holding.
Oak Point Wealth Management first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2017 and has held it in 2 quarters since.
Oak Point Wealth Management's State Street Materials Select Sector SPDR ETF position peaked at $1.48M in Q4 2017.
473 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.