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Scharf Investments’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Scharf Investments’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
Q1 		– Sell
-9,481
Closed -$717K – 56
2017
Q4 		$717K Buy
+9,481
New +$690K 0.02% 44

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
QIM
Quantitative Investment Management Charlottesville, Virginia $963M AUM 12.95% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Scharf Investments's XLI Position: Q1 2018 in Review

Scharf Investments sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2018, closing a stake of 9,481 shares — an estimated $717K sold.

Scharf Investments first reported a position in XLI in Q4 2017 and held it in 1 quarter. The position peaked at $717K in Q4 2017. 636 funds tracked by Wall St. Rank hold XLI as of Q1 2018.

  • Scharf Investments reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2018 after selling out during the quarter.
  • Scharf Investments sold 9,481 State Street Industrial Select Sector SPDR ETF shares in Q1 2018, an estimated $717K.
  • Scharf Investments first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2017 and held it in 1 quarter.
  • Scharf Investments's State Street Industrial Select Sector SPDR ETF position peaked at $717K in Q4 2017.
  • 636 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2018.

Based on Scharf Investments's 13F filing for Q1 2018, filed 14 May 2018.