1919 Investment Counsel’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

1919 Investment Counsel’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$148K	Hold	7,264	–	–	﹤0.01%	579
2014 Q2	$146K	Buy	7,264 +26	+0.4%	+$507	﹤0.01%	578
2014 Q1	$142K	Buy	7,238 +115	+2%	+$2.2K	﹤0.01%	569
2013 Q4	$137K	Hold	7,123	–	–	﹤0.01%	572
2013 Q3	$125K	Hold	7,123	–	–	﹤0.01%	574
2013 Q2	$122K	Buy	+7,123	New	+$119K	﹤0.01%	560

Other funds holding XLF

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

1919 Investment Counsel's XLF Position: Q3 2014 in Review

1919 Investment Counsel held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q3 2014 at 7,264 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #579.

1919 Investment Counsel first reported a position in XLF in Q2 2013 and has held it in 6 quarters since. 548 funds tracked by Wall St. Rank hold XLF as of Q3 2014.

1919 Investment Counsel held 7,264 shares of State Street Financial Select Sector SPDR ETF worth $148K as of Q3 2014.
1919 Investment Counsel left its State Street Financial Select Sector SPDR ETF share count unchanged in Q3 2014.
State Street Financial Select Sector SPDR ETF made up ﹤0.01% of 1919 Investment Counsel's portfolio in Q3 2014, its #579 holding.
1919 Investment Counsel first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and has held it in 6 quarters since.
548 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2014.

Based on 1919 Investment Counsel's 13F filing for Q3 2014, filed 14 Nov 2014.