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Bolton LP’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bolton LP’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
2014
Q2 		– Sell
-13,723
Closed -$269K – 176
2014
Q1 		$269K Buy
+13,723
New +$262K 0.06% 137

Other funds holding XLF

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EA
Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Bolton LP's XLF Position: Q2 2014 in Review

Bolton LP sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2014, closing a stake of 13,723 shares — an estimated $269K sold.

Bolton LP first reported a position in XLF in Q1 2014 and held it in 1 quarter. The position peaked at $269K in Q1 2014. 515 funds tracked by Wall St. Rank hold XLF as of Q2 2014.

  • Bolton LP reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2014 after selling out during the quarter.
  • Bolton LP sold 13,723 State Street Financial Select Sector SPDR ETF shares in Q2 2014, an estimated $269K.
  • Bolton LP first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2014 and held it in 1 quarter.
  • Bolton LP's State Street Financial Select Sector SPDR ETF position peaked at $269K in Q1 2014.
  • 515 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2014.

Based on Bolton LP's 13F filing for Q2 2014, filed 14 Aug 2014.