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

Constellation Wealth Advisors’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 Q4	–	Sell	-382	Closed	-$8K	–	196
2014 Q3	$8K	Hold	382	–	–	﹤0.01%	200
2014 Q2	$8K	Sell	382 -312,472	-100%	-$6.09M	﹤0.01%	196
2014 Q1	$6.13M	Buy	312,854 +126,573	+68%	+$2.42M	0.6%	42
2013 Q4	$3.58M	Buy	186,281 +29,905	+19%	+$550K	0.34%	70
2013 Q3	$2.73M	Buy	156,376 +35,826	+30%	+$635K	0.31%	83
2013 Q2	$2.06M	Buy	+120,550	New	+$2.02M	0.25%	85

Other funds holding XLF

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

MAM

Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return

Constellation Wealth Advisors's XLF Position: Q4 2014 in Review

Constellation Wealth Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2014, closing a stake of 382 shares — an estimated $8K sold.

Constellation Wealth Advisors first reported a position in XLF in Q2 2013 and held it in 6 quarters. The position peaked at $6.13M in Q1 2014. 612 funds tracked by Wall St. Rank hold XLF as of Q4 2014.

Constellation Wealth Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2014 after selling out during the quarter.
Constellation Wealth Advisors sold 382 State Street Financial Select Sector SPDR ETF shares in Q4 2014, an estimated $8K.
Constellation Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and held it in 6 quarters.
Constellation Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $6.13M in Q1 2014.
612 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2014.

Based on Constellation Wealth Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.