CP
XLF icon

Camelot Portfolios’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Camelot Portfolios’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
-13,476
Closed -$372K – 248
2019
Q2 		$372K Buy
13,476
+3,393
+34% +$91.9K 0.15% 154
2019
Q1 		$259K Buy
+10,083
New +$260K 0.11% 199

Other funds holding XLF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Camelot Portfolios's XLF Position: Q3 2019 in Review

Camelot Portfolios sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2019, closing a stake of 13,476 shares — an estimated $372K sold.

Camelot Portfolios first reported a position in XLF in Q1 2019 and held it in 2 quarters. The position peaked at $372K in Q2 2019. 987 funds tracked by Wall St. Rank hold XLF as of Q3 2019.

  • Camelot Portfolios reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2019 after selling out during the quarter.
  • Camelot Portfolios sold 13,476 State Street Financial Select Sector SPDR ETF shares in Q3 2019, an estimated $372K.
  • Camelot Portfolios first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2019 and held it in 2 quarters.
  • Camelot Portfolios's State Street Financial Select Sector SPDR ETF position peaked at $372K in Q2 2019.
  • 987 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2019.

Based on Camelot Portfolios's 13F filing for Q3 2019, filed 15 Oct 2019.