C.T. Fitzpatrick’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

C.T. Fitzpatrick’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	-911	Closed	-$19K	–	79
2014 Q3	$19K	Buy	+911	New	+$18.4K	﹤0.01%	73

Other funds holding XLF

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MAM

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

C.T. Fitzpatrick's XLF Position: Q4 2014 in Review

C.T. Fitzpatrick sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2014, closing a stake of 911 shares — an estimated $19K sold.

C.T. Fitzpatrick first reported a position in XLF in Q3 2014 and held it in 1 quarter. The position peaked at $19K in Q3 2014. 612 funds tracked by Wall St. Rank hold XLF as of Q4 2014.

C.T. Fitzpatrick reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2014 after selling out during the quarter.
C.T. Fitzpatrick sold 911 State Street Financial Select Sector SPDR ETF shares in Q4 2014, an estimated $19K.
C.T. Fitzpatrick first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2014 and held it in 1 quarter.
C.T. Fitzpatrick's State Street Financial Select Sector SPDR ETF position peaked at $19K in Q3 2014.
612 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2014.

Based on Vulcan Value Partners's 13F filing for Q4 2014, filed 17 Feb 2015.