CW
XLF icon

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

Cobiz Wealth’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
2013
Q3 		– Sell
-558
Closed -$10K – 360
2013
Q2 		$10K Buy
+558
New +$9.36K ﹤0.01% 274

Other funds holding XLF

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EA
Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACJ
Autonomy Capital (Jersey) St. Helier, Jersey $54.8M AUM 37.27% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Cobiz Wealth's XLF Position: Q3 2013 in Review

Cobiz Wealth sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2013, closing a stake of 558 shares — an estimated $10K sold.

Cobiz Wealth first reported a position in XLF in Q2 2013 and held it in 1 quarter. The position peaked at $10K in Q2 2013. 434 funds tracked by Wall St. Rank hold XLF as of Q3 2013.

  • Cobiz Wealth reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2013 after selling out during the quarter.
  • Cobiz Wealth sold 558 State Street Financial Select Sector SPDR ETF shares in Q3 2013, an estimated $10K.
  • Cobiz Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and held it in 1 quarter.
  • Cobiz Wealth's State Street Financial Select Sector SPDR ETF position peaked at $10K in Q2 2013.
  • 434 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2013.

Based on Cobiz Wealth's 13F filing for Q3 2013, filed 6 Nov 2013.