Cetera Investment Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Cetera Investment 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
2017 Q2	–	Sell	-13,626	Closed	-$323K	–	97
2017 Q1	$323K	Sell	13,626 -14,323	-51%	-$343K	0.37%	91
2016 Q4	$650K	Sell	27,949 -55,642	-67%	-$1.19M	0.49%	76
2016 Q3	$1.61M	Buy	+83,591	New	+$1.72M	1.04%	27

Other funds holding XLF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cetera Investment Management's XLF Position: Q2 2017 in Review

Cetera Investment Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2017, closing a stake of 13,626 shares — an estimated $323K sold.

Cetera Investment Management first reported a position in XLF in Q3 2016 and held it in 3 quarters. The position peaked at $1.61M in Q3 2016. 801 funds tracked by Wall St. Rank hold XLF as of Q2 2017.

Cetera Investment Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2017 after selling out during the quarter.
Cetera Investment Management sold 13,626 State Street Financial Select Sector SPDR ETF shares in Q2 2017, an estimated $323K.
Cetera Investment Management first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2016 and held it in 3 quarters.
Cetera Investment Management's State Street Financial Select Sector SPDR ETF position peaked at $1.61M in Q3 2016.
801 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2017.

Based on Cetera Investment Management's 13F filing for Q2 2017, filed 14 Aug 2017.