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

Rikoon 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
2018 Q3	–	Sell	-3,530	Closed	-$253K	–	215
2018 Q2	$253K	Sell	3,530 -137	-4%	-$10.2K	0.1%	180
2018 Q1	$266K	Buy	+3,667	New	+$283K	0.11%	167

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

SGI

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

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

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Rikoon Group's XLI Position: Q3 2018 in Review

Rikoon Group sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2018, closing a stake of 3,530 shares — an estimated $253K sold.

Rikoon Group first reported a position in XLI in Q1 2018 and held it in 2 quarters. The position peaked at $266K in Q1 2018. 622 funds tracked by Wall St. Rank hold XLI as of Q3 2018.

Rikoon Group reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2018 after selling out during the quarter.
Rikoon Group sold 3,530 State Street Industrial Select Sector SPDR ETF shares in Q3 2018, an estimated $253K.
Rikoon Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2018 and held it in 2 quarters.
Rikoon Group's State Street Industrial Select Sector SPDR ETF position peaked at $266K in Q1 2018.
622 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2018.

Based on Rikoon Group's 13F filing for Q3 2018, filed 14 Nov 2018.