Simply Money Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Simply Money Advisors’s Portfolio XLB Stock Details XLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q3	–	Sell	-2,222	Closed	-$43K	–	368
2013 Q2	$43K	Buy	+2,222	New	+$43.9K	0.01%	74

Other funds holding XLB

Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return

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

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

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return

Simply Money Advisors's XLB Position: Q3 2013 in Review

Simply Money Advisors sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q3 2013, closing a stake of 2,222 shares — an estimated $43K sold.

Simply Money Advisors first reported a position in XLB in Q2 2013 and held it in 1 quarter. The position peaked at $43K in Q2 2013. 261 funds tracked by Wall St. Rank hold XLB as of Q3 2013.

Simply Money Advisors reported no remaining State Street Materials Select Sector SPDR ETF position as of Q3 2013 after selling out during the quarter.
Simply Money Advisors sold 2,222 State Street Materials Select Sector SPDR ETF shares in Q3 2013, an estimated $43K.
Simply Money Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2013 and held it in 1 quarter.
Simply Money Advisors's State Street Materials Select Sector SPDR ETF position peaked at $43K in Q2 2013.
261 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.