Envestnet Asset Management
XLFS

Envestnet Asset Management’s Financial Services Select Sector SPDR Fund XLFS Stock Holding History

Envestnet Asset Management’s Portfolio XLFS Stock Details XLFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-625,941
Closed -$19.1M – 3515
2016
Q3 		$19.1M Buy
+625,941
New +$18.9M 0.07% 200

Envestnet Asset Management's XLFS Position: Q4 2016 in Review

Envestnet Asset Management sold out of Financial Services Select Sector SPDR Fund (XLFS) in Q4 2016, closing a stake of 625,941 shares — an estimated $19.1M sold.

Envestnet Asset Management first reported a position in XLFS in Q3 2016 and held it in 1 quarter. The position peaked at $19.1M in Q3 2016. 0 funds tracked by Wall St. Rank hold XLFS as of Q4 2016.

  • Envestnet Asset Management reported no remaining Financial Services Select Sector SPDR Fund position as of Q4 2016 after selling out during the quarter.
  • Envestnet Asset Management sold 625,941 Financial Services Select Sector SPDR Fund shares in Q4 2016, an estimated $19.1M.
  • Envestnet Asset Management first reported a position in Financial Services Select Sector SPDR Fund in Q3 2016 and held it in 1 quarter.
  • Envestnet Asset Management's Financial Services Select Sector SPDR Fund position peaked at $19.1M in Q3 2016.
  • 0 funds tracked by Wall St. Rank held Financial Services Select Sector SPDR Fund as of Q4 2016.

Based on Envestnet Asset Management's 13F filing for Q4 2016, filed 14 Feb 2017.