Vanguard Capital Wealth Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Vanguard Capital Wealth Advisors’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 Q4	–	Sell	-2,741	Closed	-$212K	–	141
2019 Q3	$212K	Buy	+2,741	New	+$210K	0.25%	109
2018 Q1	–	Sell	-6,351	Closed	-$481K	–	140
2017 Q4	$481K	Buy	+6,351	New	+$462K	0.6%	51

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Vanguard Capital Wealth Advisors's XLI Position: Q4 2019 in Review

Vanguard Capital Wealth Advisors sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2019, closing a stake of 2,741 shares — an estimated $212K sold.

Vanguard Capital Wealth Advisors first reported a position in XLI in Q4 2017 and held it in 2 quarters. The position peaked at $481K in Q4 2017. 762 funds tracked by Wall St. Rank hold XLI as of Q4 2019.

Vanguard Capital Wealth Advisors reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2019 after selling out during the quarter.
Vanguard Capital Wealth Advisors sold 2,741 State Street Industrial Select Sector SPDR ETF shares in Q4 2019, an estimated $212K.
Vanguard Capital Wealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2017 and held it in 2 quarters.
Vanguard Capital Wealth Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $481K in Q4 2017.
762 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2019.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q4 2019, filed 28 Jan 2020.