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Shine Investment Advisory Services’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Shine Investment Advisory Services’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
2017
Q3 		– Sell
-53
Closed -$4K – 690
2017
Q2 		$4K Buy
+53
New +$3.54K ﹤0.01% 620

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
QIM
Quantitative Investment Management Charlottesville, Virginia $963M AUM 12.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Shine Investment Advisory Services's XLI Position: Q3 2017 in Review

Shine Investment Advisory Services sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2017, closing a stake of 53 shares — an estimated $4K sold.

Shine Investment Advisory Services first reported a position in XLI in Q2 2017 and held it in 1 quarter. The position peaked at $4K in Q2 2017. 560 funds tracked by Wall St. Rank hold XLI as of Q3 2017.

  • Shine Investment Advisory Services reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2017 after selling out during the quarter.
  • Shine Investment Advisory Services sold 53 State Street Industrial Select Sector SPDR ETF shares in Q3 2017, an estimated $4K.
  • Shine Investment Advisory Services first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2017 and held it in 1 quarter.
  • Shine Investment Advisory Services's State Street Industrial Select Sector SPDR ETF position peaked at $4K in Q2 2017.
  • 560 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2017.

Based on Shine Investment Advisory Services's 13F filing for Q3 2017, filed 1 Nov 2017.