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Whitegate Investment Counselors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Whitegate Investment Counselors’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
Q2 		– Sell
-2,675
Closed -$201K – 201
2019
Q1 		$201K Buy
+2,675
New +$194K 0.04% 187

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Whitegate Investment Counselors's XLI Position: Q2 2019 in Review

Whitegate Investment Counselors sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2019, closing a stake of 2,675 shares — an estimated $201K sold.

Whitegate Investment Counselors first reported a position in XLI in Q1 2019 and held it in 1 quarter. The position peaked at $201K in Q1 2019. 670 funds tracked by Wall St. Rank hold XLI as of Q2 2019.

  • Whitegate Investment Counselors reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2019 after selling out during the quarter.
  • Whitegate Investment Counselors sold 2,675 State Street Industrial Select Sector SPDR ETF shares in Q2 2019, an estimated $201K.
  • Whitegate Investment Counselors first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2019 and held it in 1 quarter.
  • Whitegate Investment Counselors's State Street Industrial Select Sector SPDR ETF position peaked at $201K in Q1 2019.
  • 670 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2019.

Based on Whitegate Investment Counselors's 13F filing for Q2 2019, filed 26 Jul 2019.