Piershale Financial Group’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Piershale Financial Group’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	–	Sell	-720	Closed	-$42K	–	141
2016 Q3	$42K	Buy	720 +4	+0.6%	+$232	0.03%	39
2016 Q2	$40K	Buy	716 +185	+35%	+$10.3K	0.03%	35
2016 Q1	$29K	Sell	531 -266	-33%	-$13.8K	0.02%	44
2015 Q4	$42K	Buy	+797	New	+$42.8K	0.03%	43

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

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

Piershale Financial Group sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2016, closing a stake of 720 shares — an estimated $42K sold.

Piershale Financial Group first reported a position in XLI in Q4 2015 and held it in 4 quarters. The position peaked at $42K in Q3 2016. 505 funds tracked by Wall St. Rank hold XLI as of Q4 2016.

Piershale Financial Group reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2016 after selling out during the quarter.
Piershale Financial Group sold 720 State Street Industrial Select Sector SPDR ETF shares in Q4 2016, an estimated $42K.
Piershale Financial Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2015 and held it in 4 quarters.
Piershale Financial Group's State Street Industrial Select Sector SPDR ETF position peaked at $42K in Q3 2016.
505 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2016.

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