Shulman DeMeo Asset Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Shulman DeMeo Asset Management’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
2019 Q3	–	Sell	-3,603	Closed	-$279K	–	147
2019 Q2	$279K	Sell	3,603 -1,096	-23%	-$83.3K	0.1%	96
2019 Q1	$353K	Sell	4,699 -1,905	-29%	-$138K	0.13%	76
2018 Q4	$425K	Buy	+6,604	New	+$468K	0.23%	39

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

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

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

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Shulman DeMeo Asset Management's XLI Position: Q3 2019 in Review

Shulman DeMeo Asset Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2019, closing a stake of 3,603 shares — an estimated $279K sold.

Shulman DeMeo Asset Management first reported a position in XLI in Q4 2018 and held it in 3 quarters. The position peaked at $425K in Q4 2018. 668 funds tracked by Wall St. Rank hold XLI as of Q3 2019.

Shulman DeMeo Asset Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2019 after selling out during the quarter.
Shulman DeMeo Asset Management sold 3,603 State Street Industrial Select Sector SPDR ETF shares in Q3 2019, an estimated $279K.
Shulman DeMeo Asset Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2018 and held it in 3 quarters.
Shulman DeMeo Asset Management's State Street Industrial Select Sector SPDR ETF position peaked at $425K in Q4 2018.
668 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2019.

Based on Shulman DeMeo Asset Management's 13F filing for Q3 2019, filed 30 Oct 2019.