Epstein & White Financial’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Epstein & White Financial’s Portfolio XLK Stock Details XLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-6,840	Closed	-$212K	–	92
2018 Q4	$212K	Sell	6,840 -7,506	-52%	-$254K	0.13%	79
2018 Q3	$535K	Sell	14,346 -3,426	-19%	-$126K	0.35%	31
2018 Q2	$619K	Sell	17,772 -456	-3%	-$15.6K	0.46%	33
2018 Q1	$591K	Buy	18,228 +126	+0.7%	+$4.23K	0.38%	42
2017 Q4	$607K	Buy	+18,102	New	+$568K	0.35%	44

Other funds holding XLK

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

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

SGI

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Epstein & White Financial's XLK Position: Q1 2019 in Review

Epstein & White Financial sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2019, closing a stake of 6,840 shares — an estimated $212K sold.

Epstein & White Financial first reported a position in XLK in Q4 2017 and held it in 5 quarters. The position peaked at $619K in Q2 2018. 940 funds tracked by Wall St. Rank hold XLK as of Q1 2019.

Epstein & White Financial reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2019 after selling out during the quarter.
Epstein & White Financial sold 6,840 State Street Technology Select Sector SPDR ETF shares in Q1 2019, an estimated $212K.
Epstein & White Financial first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2017 and held it in 5 quarters.
Epstein & White Financial's State Street Technology Select Sector SPDR ETF position peaked at $619K in Q2 2018.
940 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2019.

Based on Epstein & White Financial's 13F filing for Q1 2019, filed 29 Apr 2019.