WealthShield’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

WealthShield’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
2017 Q4	$3.33M	Buy	+108,362	New	+$3.19M	2.03%	14

Other funds holding XLB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

WealthShield's XLB Position: Q4 2017 in Review

WealthShield opened a new position in State Street Materials Select Sector SPDR ETF (XLB) in Q4 2017: 108,362 shares worth $3.33M. The stake represents 2.03% of the portfolio and ranks #14 among its holdings.

462 funds tracked by Wall St. Rank hold XLB as of Q4 2017.

WealthShield held 108,362 shares of State Street Materials Select Sector SPDR ETF worth $3.33M as of Q4 2017.
State Street Materials Select Sector SPDR ETF was a new WealthShield position in Q4 2017.
State Street Materials Select Sector SPDR ETF made up 2.03% of WealthShield's portfolio in Q4 2017, its #14 holding.
462 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.