Buffington Mohr McNeal’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Buffington Mohr McNeal’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	-360	Closed	-$9K	–	338
2019 Q1	$9K	Buy	+360	New	+$9.29K	﹤0.01%	273
2018 Q1	–	Sell	-21,400	Closed	-$597K	–	123
2017 Q4	$597K	Hold	21,400	–	–	0.23%	78
2017 Q3	$573K	Sell	21,400 -2,000	-9%	-$49.9K	0.22%	78
2017 Q2	$577K	Buy	+23,400	New	+$555K	0.23%	82

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

Buffington Mohr McNeal's XLF Position: Q2 2019 in Review

Buffington Mohr McNeal sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2019, closing a stake of 360 shares — an estimated $9K sold.

Buffington Mohr McNeal first reported a position in XLF in Q2 2017 and held it in 4 quarters. The position peaked at $597K in Q4 2017. 977 funds tracked by Wall St. Rank hold XLF as of Q2 2019.

Buffington Mohr McNeal reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2019 after selling out during the quarter.
Buffington Mohr McNeal sold 360 State Street Financial Select Sector SPDR ETF shares in Q2 2019, an estimated $9K.
Buffington Mohr McNeal first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2017 and held it in 4 quarters.
Buffington Mohr McNeal's State Street Financial Select Sector SPDR ETF position peaked at $597K in Q4 2017.
977 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2019.

Based on Buffington Mohr McNeal's 13F filing for Q2 2019, filed 31 Jul 2019.