ASN
XLFS

Advisory Services Network’s Financial Services Select Sector SPDR Fund XLFS Stock Holding History

Advisory Services Network’s Portfolio XLFS Stock Details XLFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$62K Buy
2,051
+51
+3% +$1.54K 0.01% 814
2016
Q2 		$57K Hold
2,000
– – 0.01% 752
2016
Q1 		$57K Hold
2,000
– – 0.02% 631
2015
Q4 		$62K Buy
+2,000
New +$62.3K 0.02% 533

Other funds holding XLFS

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advisory Services Network's XLFS Position: Q3 2016 in Review

Advisory Services Network increased its Financial Services Select Sector SPDR Fund (XLFS) stake by 2.6% in Q3 2016, buying an estimated $1.54K and bringing the position to 2,051 shares worth $62K. The position accounts for 0.01% of the portfolio, ranked #814.

Advisory Services Network first reported a position in XLFS in Q4 2015 and has held it in 4 quarters since. 32 funds tracked by Wall St. Rank hold XLFS as of Q3 2016.

  • Advisory Services Network held 2,051 shares of Financial Services Select Sector SPDR Fund worth $62K as of Q3 2016.
  • Advisory Services Network bought 51 Financial Services Select Sector SPDR Fund shares in Q3 2016, an estimated $1.54K.
  • Financial Services Select Sector SPDR Fund made up 0.01% of Advisory Services Network's portfolio in Q3 2016, its #814 holding.
  • Advisory Services Network first reported a position in Financial Services Select Sector SPDR Fund in Q4 2015 and has held it in 4 quarters since.
  • 32 funds tracked by Wall St. Rank held Financial Services Select Sector SPDR Fund as of Q3 2016.

Based on Advisory Services Network's 13F filing for Q3 2016, filed 7 Oct 2016.