Samalin Investment Counsel’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Samalin Investment Counsel’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
2020 Q1	–	Sell	-364	Closed	-$29K	–	518
2019 Q4	$29K	Buy	+364	New	+$29.1K	0.02%	340

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

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

BlackRock New York $5.72T AUM 30.48% 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

SGI

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

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Samalin Investment Counsel's XLI Position: Q1 2020 in Review

Samalin Investment Counsel sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2020, closing a stake of 364 shares — an estimated $29K sold.

Samalin Investment Counsel first reported a position in XLI in Q4 2019 and held it in 1 quarter. The position peaked at $29K in Q4 2019. 676 funds tracked by Wall St. Rank hold XLI as of Q1 2020.

Samalin Investment Counsel reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
Samalin Investment Counsel sold 364 State Street Industrial Select Sector SPDR ETF shares in Q1 2020, an estimated $29K.
Samalin Investment Counsel first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2019 and held it in 1 quarter.
Samalin Investment Counsel's State Street Industrial Select Sector SPDR ETF position peaked at $29K in Q4 2019.
676 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2020.

Based on Samalin Investment Counsel's 13F filing for Q1 2020, filed 4 May 2020.