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American Research & Management Company’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

American Research & Management Company’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
2016
Q4 		– Sell
-250
Closed -$5K – 363
2016
Q3 		$5K Buy
+250
New +$5.16K ﹤0.01% 316

Other funds holding XLF

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

American Research & Management Company's XLF Position: Q4 2016 in Review

American Research & Management Company sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2016, closing a stake of 250 shares — an estimated $5K sold.

American Research & Management Company first reported a position in XLF in Q3 2016 and held it in 1 quarter. The position peaked at $5K in Q3 2016. 765 funds tracked by Wall St. Rank hold XLF as of Q4 2016.

  • American Research & Management Company reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2016 after selling out during the quarter.
  • American Research & Management Company sold 250 State Street Financial Select Sector SPDR ETF shares in Q4 2016, an estimated $5K.
  • American Research & Management Company first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2016 and held it in 1 quarter.
  • American Research & Management Company's State Street Financial Select Sector SPDR ETF position peaked at $5K in Q3 2016.
  • 765 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2016.

Based on American Research & Management Company's 13F filing for Q4 2016, filed 31 Jan 2017.