PacWest Financial Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

PacWest Financial 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
2016 Q4	$2.1M	Buy	+3,370	New	+$203K	0.12%	81
2016 Q1	–	Sell	-3,805	Closed	-$202K	–	88
2015 Q4	$202K	Buy	+3,805	New	+$204K	0.14%	84
2015 Q3	–	Sell	-4,180	Closed	-$233K	–	87
2015 Q2	$233K	Hold	4,180	–	–	0.16%	82
2015 Q1	$233K	Buy	+4,180	New	+$235K	0.16%	81

Other funds holding XLI

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

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

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

SGI

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

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

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

HCM

Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return

PacWest Financial Management's XLI Position: Q4 2016 in Review

PacWest Financial Management opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2016: 3,370 shares worth $2.1M. The stake represents 0.12% of the portfolio and ranks #81 among its holdings. This is a return to the name: PacWest Financial Management previously reported a position in XLI as recently as Q4 2015.

PacWest Financial Management first reported a position in XLI in Q1 2015 and has held it in 4 quarters since. 506 funds tracked by Wall St. Rank hold XLI as of Q4 2016.

PacWest Financial Management held 3,370 shares of State Street Industrial Select Sector SPDR ETF worth $2.1M as of Q4 2016.
State Street Industrial Select Sector SPDR ETF was a new PacWest Financial Management position in Q4 2016.
State Street Industrial Select Sector SPDR ETF made up 0.12% of PacWest Financial Management's portfolio in Q4 2016, its #81 holding.
PacWest Financial Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2015 and has held it in 4 quarters since.
506 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2016.

Based on PacWest Financial Management's 13F filing for Q4 2016, filed 10 Jan 2017.