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Reilly Financial Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Reilly Financial Advisors’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
2018
Q1 		– Sell
-1,010
Closed -$31K – 1068
2017
Q4 		$31K Sell
1,010
-24
-2% -$706 ﹤0.01% 409
2017
Q3 		$29K Buy
1,034
+24
+2% +$661 ﹤0.01% 409
2017
Q2 		$27K Hold
1,010
– – ﹤0.01% 434
2017
Q1 		$26K Hold
1,010
– – ﹤0.01% 426
2016
Q4 		$25K Buy
+1,010
New +$24.5K ﹤0.01% 413
2014
Q2 		– Sell
-540
Closed -$13K – 895
2014
Q1 		$13K Sell
540
-308
-36% -$7.08K ﹤0.01% 513
2013
Q4 		$20K Buy
+848
New +$18.6K ﹤0.01% 410

Other funds holding XLB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $1.86B AUM 15.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
N
Natixis Paris, France $25B AUM 26.79% 1-Year Est. Return