Catamount Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Catamount Wealth Management’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 Q1	$440K	Sell	17,123 -585	-3%	-$15.1K	0.25%	32
2018 Q4	$459K	Sell	17,708 -227	-1%	-$5.9K	0.31%	24
2018 Q3	$495K	Buy	17,935 +1,028	+6%	+$28.8K	0.24%	30
2018 Q2	$473K	Buy	16,907 +820	+5%	+$22.6K	0.23%	31
2018 Q1	$444K	Sell	16,087 -334	-2%	-$9.62K	0.24%	31
2017 Q4	$458K	Sell	16,421 -395	-2%	-$10.6K	0.26%	28
2017 Q3	$435K	Sell	16,816 -1,180	-7%	-$29.4K	0.25%	28
2017 Q2	$444K	Buy	17,996 +146	+0.8%	+$3.46K	0.27%	31
2017 Q1	$424K	Buy	+17,850	New	+$427K	0.29%	28

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

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

Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 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

SGI

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Catamount Wealth Management's XLF Position: Q1 2019 in Review

Catamount Wealth Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 3.3% in Q1 2019, selling an estimated $15.1K and leaving 17,123 shares worth $440K. The position accounts for 0.25% of the portfolio, ranked #32.

Catamount Wealth Management first reported a position in XLF in Q1 2017 and has held it in 9 quarters since. The position peaked at $495K in Q3 2018. 983 funds tracked by Wall St. Rank hold XLF as of Q1 2019.

Catamount Wealth Management held 17,123 shares of State Street Financial Select Sector SPDR ETF worth $440K as of Q1 2019.
Catamount Wealth Management sold 585 State Street Financial Select Sector SPDR ETF shares in Q1 2019, an estimated $15.1K.
State Street Financial Select Sector SPDR ETF made up 0.25% of Catamount Wealth Management's portfolio in Q1 2019, its #32 holding.
Catamount Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2017 and has held it in 9 quarters since.
Catamount Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $495K in Q3 2018.
983 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.