RIM
XLI icon

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

Regent 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
2014
Q1 		– Sell
-10,150
Closed -$530K – 195
2013
Q4 		$530K Buy
+10,150
New +$499K 0.3% 95

Other funds holding XLI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EA
Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Regent Investment Management's XLI Position: Q1 2014 in Review

Regent Investment Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2014, closing a stake of 10,150 shares — an estimated $530K sold.

Regent Investment Management first reported a position in XLI in Q4 2013 and held it in 1 quarter. The position peaked at $530K in Q4 2013. 363 funds tracked by Wall St. Rank hold XLI as of Q1 2014.

  • Regent Investment Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2014 after selling out during the quarter.
  • Regent Investment Management sold 10,150 State Street Industrial Select Sector SPDR ETF shares in Q1 2014, an estimated $530K.
  • Regent Investment Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2013 and held it in 1 quarter.
  • Regent Investment Management's State Street Industrial Select Sector SPDR ETF position peaked at $530K in Q4 2013.
  • 363 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2014.

Based on Regent Investment Management's 13F filing for Q1 2014, filed 14 Apr 2014.