Piershale Financial Group’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Piershale Financial Group’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
2016 Q4	–	Sell	-210,190	Closed	-$5.02M	–	140
2016 Q3	$5.02M	Buy	210,190 +30,548	+17%	+$736K	3.82%	9
2016 Q2	$4.16M	Buy	+179,642	New	+$4.18M	3.08%	8

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

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

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

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Piershale Financial Group's XLB Position: Q4 2016 in Review

Piershale Financial Group sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q4 2016, closing a stake of 210,190 shares — an estimated $5.02M sold.

Piershale Financial Group first reported a position in XLB in Q2 2016 and held it in 2 quarters. The position peaked at $5.02M in Q3 2016. 406 funds tracked by Wall St. Rank hold XLB as of Q4 2016.

Piershale Financial Group reported no remaining State Street Materials Select Sector SPDR ETF position as of Q4 2016 after selling out during the quarter.
Piershale Financial Group sold 210,190 State Street Materials Select Sector SPDR ETF shares in Q4 2016, an estimated $5.02M.
Piershale Financial Group first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2016 and held it in 2 quarters.
Piershale Financial Group's State Street Materials Select Sector SPDR ETF position peaked at $5.02M in Q3 2016.
406 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2016.

Based on Piershale Financial Group's 13F filing for Q4 2016, filed 18 Jan 2017.