Ancora Family Wealth Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Ancora Family Wealth Advisors’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 Q1	–	Sell	-16,540	Closed	-$346K	–	187
2015 Q4	$346K	Hold	16,540	–	–	0.15%	139
2015 Q3	$329K	Buy	+16,540	New	+$351K	0.14%	148

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

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

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

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

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

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

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

Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return

SGI

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

Ancora Family Wealth Advisors's XLF Position: Q1 2016 in Review

Ancora Family Wealth Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2016, closing a stake of 16,540 shares — an estimated $346K sold.

Ancora Family Wealth Advisors first reported a position in XLF in Q3 2015 and held it in 2 quarters. The position peaked at $346K in Q4 2015. 575 funds tracked by Wall St. Rank hold XLF as of Q1 2016.

Ancora Family Wealth Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2016 after selling out during the quarter.
Ancora Family Wealth Advisors sold 16,540 State Street Financial Select Sector SPDR ETF shares in Q1 2016, an estimated $346K.
Ancora Family Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2015 and held it in 2 quarters.
Ancora Family Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $346K in Q4 2015.
575 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q1 2016, filed 12 May 2016.