Aevitas Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Aevitas Wealth Management’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
2019 Q2	–	Sell	-1,406	Closed	-$36K	–	360
2019 Q1	$36K	Buy	1,406 +7	+0.5%	+$181	0.03%	209
2018 Q4	$33K	Buy	1,399 +9	+0.6%	+$234	0.03%	211
2018 Q3	$38K	Buy	1,390 +6	+0.4%	+$168	0.03%	224
2018 Q2	$37K	Buy	1,384 +6	+0.4%	+$165	0.04%	224
2018 Q1	$38K	Buy	1,378 +5	+0.4%	+$144	0.04%	200
2017 Q4	$38K	Buy	+1,373	New	+$36.9K	0.04%	204

Other funds holding XLF

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

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

Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

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

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Aevitas Wealth Management's XLF Position: Q2 2019 in Review

Aevitas Wealth Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2019, closing a stake of 1,406 shares — an estimated $36K sold.

Aevitas Wealth Management first reported a position in XLF in Q4 2017 and held it in 6 quarters. The position peaked at $38K in Q3 2018. 977 funds tracked by Wall St. Rank hold XLF as of Q2 2019.

Aevitas Wealth Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2019 after selling out during the quarter.
Aevitas Wealth Management sold 1,406 State Street Financial Select Sector SPDR ETF shares in Q2 2019, an estimated $36K.
Aevitas Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2017 and held it in 6 quarters.
Aevitas Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $38K in Q3 2018.
977 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.