Triangle Peak Partners’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Triangle Peak Partners’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
2015 Q3	–	Sell	-15,294	Closed	-$827K	–	35
2015 Q2	$827K	Buy	15,294 +914	+6%	+$51.3K	1.29%	18
2015 Q1	$802K	Sell	14,380 -4,210	-23%	-$237K	1.22%	20
2014 Q4	$1.05M	Sell	18,590 -5,480	-23%	-$301K	1.49%	19
2014 Q3	$1.28M	Sell	24,070 -372	-2%	-$20K	1.3%	18
2014 Q2	$1.32M	Buy	24,442 +3,288	+16%	+$176K	1.19%	21
2014 Q1	$1.11M	Buy	21,154 +6,399	+43%	+$329K	1%	22
2013 Q4	$771K	Buy	+14,755	New	+$725K	0.73%	25

Other funds holding XLI

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

Triangle Peak Partners's XLI Position: Q3 2015 in Review

Triangle Peak Partners sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2015, closing a stake of 15,294 shares — an estimated $827K sold.

Triangle Peak Partners first reported a position in XLI in Q4 2013 and held it in 7 quarters. The position peaked at $1.32M in Q2 2014. 369 funds tracked by Wall St. Rank hold XLI as of Q3 2015.

Triangle Peak Partners reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2015 after selling out during the quarter.
Triangle Peak Partners sold 15,294 State Street Industrial Select Sector SPDR ETF shares in Q3 2015, an estimated $827K.
Triangle Peak Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2013 and held it in 7 quarters.
Triangle Peak Partners's State Street Industrial Select Sector SPDR ETF position peaked at $1.32M in Q2 2014.
369 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2015.

Based on Triangle Peak Partners's 13F filing for Q3 2015, filed 6 Nov 2015.