Cornerstone Advisors (Washington)’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Cornerstone Advisors (Washington)’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
2016 Q1	–	Sell	-565	Closed	-$12K	–	947
2015 Q4	$12K	Hold	565	–	–	0.01%	418
2015 Q3	$11K	Buy	+565	New	+$12K	0.01%	434

Other funds holding XLF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

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

Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Cornerstone Advisors (Washington)'s XLF Position: Q1 2016 in Review

Cornerstone Advisors (Washington) sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2016, closing a stake of 565 shares — an estimated $12K sold.

Cornerstone Advisors (Washington) first reported a position in XLF in Q3 2015 and held it in 2 quarters. The position peaked at $12K in Q4 2015. 575 funds tracked by Wall St. Rank hold XLF as of Q1 2016.

Cornerstone Advisors (Washington) reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2016 after selling out during the quarter.
Cornerstone Advisors (Washington) sold 565 State Street Financial Select Sector SPDR ETF shares in Q1 2016, an estimated $12K.
Cornerstone Advisors (Washington) first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2015 and held it in 2 quarters.
Cornerstone Advisors (Washington)'s State Street Financial Select Sector SPDR ETF position peaked at $12K in Q4 2015.
575 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2016.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q1 2016, filed 20 Apr 2016.