Evanson Asset Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q3
Sell
-10,822
Closed -$216K 198
2014
Q2
$216K Buy
+10,822
New +$211K 0.08% 174

Other funds holding XLF

Evanson Asset Management's XLF Position: Q3 2014 in Review

Evanson Asset Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2014, closing a stake of 10,822 shares — an estimated $216K sold.

Evanson Asset Management first reported a position in XLF in Q2 2014 and held it in 1 quarter. The position peaked at $216K in Q2 2014. 548 funds tracked by Wall St. Rank hold XLF as of Q3 2014.

  • Evanson Asset Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2014 after selling out during the quarter.
  • Evanson Asset Management sold 10,822 State Street Financial Select Sector SPDR ETF shares in Q3 2014, an estimated $216K.
  • Evanson Asset Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2014 and held it in 1 quarter.
  • Evanson Asset Management's State Street Financial Select Sector SPDR ETF position peaked at $216K in Q2 2014.
  • 548 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2014.

Based on Evanson Asset Management's 13F filing for Q3 2014, filed 18 Apr 2017.