Woodmont Investment Counsel’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Woodmont Investment Counsel’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
2016 Q4	–	Sell	-4,759	Closed	-$278K	–	627
2016 Q3	$278K	Sell	4,759 -341	-7%	-$19.8K	0.08%	157
2016 Q2	$286K	Hold	5,100	–	–	0.09%	161
2016 Q1	$283K	Sell	5,100 -125	-2%	-$6.46K	0.09%	149
2015 Q4	$277K	Sell	5,225 -250	-5%	-$13.4K	0.08%	157
2015 Q3	$273K	Sell	5,475 -5,425	-50%	-$286K	0.08%	159
2015 Q2	$589K	Sell	10,900 -125	-1%	-$7.01K	0.17%	122
2015 Q1	$615K	Sell	11,025 -425	-4%	-$23.9K	0.19%	113
2014 Q4	$648K	Sell	11,450 -5,250	-31%	-$288K	0.2%	117
2014 Q3	$888K	Buy	+16,700	New	+$896K	0.26%	113

Other funds holding XLI

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

SGI

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

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

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

HCM

Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return

Woodmont Investment Counsel's XLI Position: Q4 2016 in Review

Woodmont Investment Counsel sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2016, closing a stake of 4,759 shares — an estimated $278K sold.

Woodmont Investment Counsel first reported a position in XLI in Q3 2014 and held it in 9 quarters. The position peaked at $888K in Q3 2014. 506 funds tracked by Wall St. Rank hold XLI as of Q4 2016.

Woodmont Investment Counsel reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2016 after selling out during the quarter.
Woodmont Investment Counsel sold 4,759 State Street Industrial Select Sector SPDR ETF shares in Q4 2016, an estimated $278K.
Woodmont Investment Counsel first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2014 and held it in 9 quarters.
Woodmont Investment Counsel's State Street Industrial Select Sector SPDR ETF position peaked at $888K in Q3 2014.
506 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2016.

Based on Woodmont Investment Counsel's 13F filing for Q4 2016, filed 13 Feb 2017.