Dragon Financial & Investment Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Dragon Financial & Investment Group’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
2018 Q3	$2.99M	Sell	108,561 -16,430	-13%	-$460K	3.39%	8
2018 Q2	$3.32M	Sell	124,991 -50	-0%	-$1.38K	3.8%	7
2018 Q1	$3.45M	Buy	125,041 +2,293	+2%	+$66K	3.13%	7
2017 Q4	$3.43M	Buy	+122,748	New	+$3.3M	3.04%	7

Other funds holding XLF

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

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

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Dragon Financial & Investment Group's XLF Position: Q3 2018 in Review

Dragon Financial & Investment Group reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 13% in Q3 2018, selling an estimated $460K and leaving 108,561 shares worth $2.99M. The position accounts for 3.39% of the portfolio, ranked #8.

Dragon Financial & Investment Group first reported a position in XLF in Q4 2017 and has held it in 4 quarters since. The position peaked at $3.45M in Q1 2018. 970 funds tracked by Wall St. Rank hold XLF as of Q3 2018.

Dragon Financial & Investment Group held 108,561 shares of State Street Financial Select Sector SPDR ETF worth $2.99M as of Q3 2018.
Dragon Financial & Investment Group sold 16,430 State Street Financial Select Sector SPDR ETF shares in Q3 2018, an estimated $460K.
State Street Financial Select Sector SPDR ETF made up 3.39% of Dragon Financial & Investment Group's portfolio in Q3 2018, its #8 holding.
Dragon Financial & Investment Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2017 and has held it in 4 quarters since.
Dragon Financial & Investment Group's State Street Financial Select Sector SPDR ETF position peaked at $3.45M in Q1 2018.
970 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2018.

Based on Dragon Financial & Investment Group's 13F filing for Q3 2018, filed 19 Oct 2018.