Peloton Wealth Strategists’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Peloton Wealth Strategists’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
2017 Q1	–	Sell	-86,068	Closed	-$2.14M	–	72
2016 Q4	$2.14M	Buy	+86,068	New	+$2.09M	1.75%	20

Other funds holding XLB

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

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

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

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Peloton Wealth Strategists's XLB Position: Q1 2017 in Review

Peloton Wealth Strategists sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q1 2017, closing a stake of 86,068 shares — an estimated $2.14M sold.

Peloton Wealth Strategists first reported a position in XLB in Q4 2016 and held it in 1 quarter. The position peaked at $2.14M in Q4 2016. 406 funds tracked by Wall St. Rank hold XLB as of Q1 2017.

Peloton Wealth Strategists reported no remaining State Street Materials Select Sector SPDR ETF position as of Q1 2017 after selling out during the quarter.
Peloton Wealth Strategists sold 86,068 State Street Materials Select Sector SPDR ETF shares in Q1 2017, an estimated $2.14M.
Peloton Wealth Strategists first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2016 and held it in 1 quarter.
Peloton Wealth Strategists's State Street Materials Select Sector SPDR ETF position peaked at $2.14M in Q4 2016.
406 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2017.

Based on Peloton Wealth Strategists's 13F filing for Q1 2017, filed 16 May 2017.