CFS
XLF icon

Community Financial System’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Community Financial System’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
2014
Q3 		$767K Hold
37,734
– – 0.17% 98
2014
Q2 		$753K Buy
37,734
+5,154
+16% +$100K 0.16% 97
2014
Q1 		$639K Buy
+32,580
New +$622K 0.14% 100

Other funds holding XLF

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EA
Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Community Financial System's XLF Position: Q3 2014 in Review

Community Financial System held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q3 2014 at 37,734 shares worth $767K. The position accounts for 0.17% of the portfolio, ranked #98.

Community Financial System first reported a position in XLF in Q1 2014 and has held it in 3 quarters since. 548 funds tracked by Wall St. Rank hold XLF as of Q3 2014.

  • Community Financial System held 37,734 shares of State Street Financial Select Sector SPDR ETF worth $767K as of Q3 2014.
  • Community Financial System left its State Street Financial Select Sector SPDR ETF share count unchanged in Q3 2014.
  • State Street Financial Select Sector SPDR ETF made up 0.17% of Community Financial System's portfolio in Q3 2014, its #98 holding.
  • Community Financial System first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2014 and has held it in 3 quarters since.
  • 548 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2014.

Based on Community Financial System's 13F filing for Q3 2014, filed 8 Oct 2014.