Outlook Wealth Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Outlook Wealth Advisors’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
2019 Q1	–	Sell	-1,346	Closed	-$867K	–	188
2018 Q4	$867K	Buy	+1,346	New	+$95.4K	0.4%	65

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Outlook Wealth Advisors's XLI Position: Q1 2019 in Review

Outlook Wealth Advisors sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2019, closing a stake of 1,346 shares — an estimated $867K sold.

Outlook Wealth Advisors first reported a position in XLI in Q4 2018 and held it in 1 quarter. The position peaked at $867K in Q4 2018. 692 funds tracked by Wall St. Rank hold XLI as of Q1 2019.

Outlook Wealth Advisors reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2019 after selling out during the quarter.
Outlook Wealth Advisors sold 1,346 State Street Industrial Select Sector SPDR ETF shares in Q1 2019, an estimated $867K.
Outlook Wealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2018 and held it in 1 quarter.
Outlook Wealth Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $867K in Q4 2018.
692 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2019.

Based on Outlook Wealth Advisors's 13F filing for Q1 2019, filed 6 May 2019.