Rampart Investment Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Rampart Investment 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
2019 Q4	–	Sell	-3,564	Closed	-$277K	–	544
2019 Q3	$277K	Buy	+3,564	New	+$273K	0.03%	385
2019 Q2	–	Sell	-2,753	Closed	-$207K	–	543
2019 Q1	$207K	Buy	+2,753	New	+$199K	0.02%	442
2018 Q4	–	Sell	-3,709	Closed	-$291K	–	532
2018 Q3	$291K	Buy	+3,709	New	+$283K	0.13%	178
2018 Q1	–	Sell	-3,480	Closed	-$263K	–	526
2017 Q4	$263K	Buy	+3,480	New	+$253K	0.1%	232
2017 Q3	–	Sell	-3,567	Closed	-$243K	–	522
2017 Q2	$243K	Buy	+3,567	New	+$238K	0.09%	255
2017 Q1	–	Sell	-339,920	Closed	-$21.1M	–	510
2016 Q4	$21.1M	Buy	+339,920	New	+$20.5M	7.68%	6
2016 Q2	–	Sell	-216,797	Closed	-$12M	–	14
2016 Q1	$12M	Buy	+216,797	New	+$11.2M	6.5%	8
2015 Q1	–	Sell	-217,998	Closed	-$12.3M	–	13
2014 Q4	$12.3M	Buy	+217,998	New	+$12M	5.07%	7

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

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

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

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

SGI

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rampart Investment Management's XLI Position: Q4 2019 in Review

Rampart Investment Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2019, closing a stake of 3,564 shares — an estimated $277K sold.

Rampart Investment Management first reported a position in XLI in Q4 2014 and held it in 8 quarters. The position peaked at $21.1M in Q4 2016. 762 funds tracked by Wall St. Rank hold XLI as of Q4 2019.

Rampart Investment Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2019 after selling out during the quarter.
Rampart Investment Management sold 3,564 State Street Industrial Select Sector SPDR ETF shares in Q4 2019, an estimated $277K.
Rampart Investment Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2014 and held it in 8 quarters.
Rampart Investment Management's State Street Industrial Select Sector SPDR ETF position peaked at $21.1M in Q4 2016.
762 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2019.

Based on Rampart Investment Management's 13F filing for Q4 2019, filed 13 Feb 2020.