Bach Option’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bach Option’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 Q3	–	Sell	-10,000	Closed	-$277K	–	96
2019 Q2	$277K	Buy	+10,000	New	+$271K	0.09%	74
2019 Q1	–	Sell	-20,000	Closed	-$477K	–	167
2018 Q4	$477K	Buy	20,000 +10,000	+100%	+$260K	0.13%	101
2018 Q3	$276K	Sell	10,000 -5,000	-33%	-$140K	0.09%	106
2018 Q2	$399K	Buy	+15,000	New	+$414K	0.19%	71

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

Bach Option's XLF Position: Q2 2018 in Review

Bach Option sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2018, closing a stake of 28,512 shares — an estimated $786K sold.

Bach Option first reported a position in XLF in Q4 2016 and held it in 6 quarters. The position peaked at $1.71M in Q4 2017. 971 funds tracked by Wall St. Rank hold XLF as of Q2 2018.

Bach Option reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2018 after selling out during the quarter.
Bach Option sold 28,512 State Street Financial Select Sector SPDR ETF shares in Q2 2018, an estimated $786K.
Bach Option first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2016 and held it in 6 quarters.
Bach Option's State Street Financial Select Sector SPDR ETF position peaked at $1.71M in Q4 2017.
971 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2018.

Based on Bach Option's 13F filing for Q2 2018, filed 16 Jul 2018.