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City Financial Investment Company’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

City Financial Investment Company’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
Q3 		– Sell
-490,000
Closed -$12.1M – 96
2017
Q2 		$12.1M Buy
+490,000
New +$11.6M 1.32% 33

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
QIM
Quantitative Investment Management Charlottesville, Virginia $963M AUM 12.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

City Financial Investment Company's XLF Position: Q3 2017 in Review

City Financial Investment Company sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2017, closing a stake of 490,000 shares — an estimated $12.1M sold.

City Financial Investment Company first reported a position in XLF in Q2 2017 and held it in 1 quarter. The position peaked at $12.1M in Q2 2017. 815 funds tracked by Wall St. Rank hold XLF as of Q3 2017.

  • City Financial Investment Company reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2017 after selling out during the quarter.
  • City Financial Investment Company sold 490,000 State Street Financial Select Sector SPDR ETF shares in Q3 2017, an estimated $12.1M.
  • City Financial Investment Company first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2017 and held it in 1 quarter.
  • City Financial Investment Company's State Street Financial Select Sector SPDR ETF position peaked at $12.1M in Q2 2017.
  • 815 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2017.

Based on City Financial Investment Company's 13F filing for Q3 2017, filed 14 Nov 2017.