Oak Point Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Oak Point Wealth 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
2018 Q1	–	Sell	-81	Closed	-$6K	–	259
2017 Q4	$6K	Buy	+81	New	+$5.89K	0.01%	171

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

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

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 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

QIM

Quantitative Investment Management Charlottesville, Virginia $963M AUM 12.95% 1-Year Est. Return

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

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

Oak Point Wealth Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2018, closing a stake of 81 shares — an estimated $6K sold.

Oak Point Wealth Management first reported a position in XLI in Q4 2017 and held it in 1 quarter. The position peaked at $6K in Q4 2017. 636 funds tracked by Wall St. Rank hold XLI as of Q1 2018.

Oak Point Wealth Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2018 after selling out during the quarter.
Oak Point Wealth Management sold 81 State Street Industrial Select Sector SPDR ETF shares in Q1 2018, an estimated $6K.
Oak Point Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2017 and held it in 1 quarter.
Oak Point Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $6K in Q4 2017.
636 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2018.

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