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Foresters Investment Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Foresters Investment Management’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
Q4 		– Sell
-381,325
Closed -$10.5M – 365
2018
Q3 		$10.5M Sell
381,325
-597,600
-61% -$16.7M 0.17% 182
2018
Q2 		$26M Sell
978,925
-547,420
-36% -$15.1M 0.44% 81
2018
Q1 		$42.1M Sell
1,526,345
-178,375
-10% -$5.14M 0.7% 35
2017
Q4 		$47.6M Sell
1,704,720
-187,550
-10% -$5.05M 0.74% 25
2017
Q3 		$48.9M Buy
1,892,270
+400
+0% +$9.98K 0.8% 25
2017
Q2 		$46.7M Sell
1,891,870
-5,400
-0.3% -$128K 0.79% 25
2017
Q1 		$45M Buy
1,897,270
+1,300
+0.1% +$31.1K 0.79% 30
2016
Q4 		$44.7M Sell
1,895,970
-153,000
-7% -$3.28M 0.8% 28
2016
Q3 		$39.5M Sell
2,048,970
-335,399
-14% -$6.92M 0.73% 37
2016
Q2 		$47.8M Buy
2,384,369
+40,952
+2% +$829K 0.92% 21
2016
Q1 		$46.3M Sell
2,343,417
-59,691
-2% -$1.14M 0.94% 24
2015
Q4 		$50.2M Buy
2,403,108
+228,626
+11% +$4.82M 1.02% 17
2015
Q3 		$43.3M Buy
2,174,482
+934,328
+75% +$19.8M 0.92% 21
2015
Q2 		$26.5M Buy
1,240,154
+119,348
+11% +$2.58M 0.5% 83
2015
Q1 		$23.7M Buy
1,120,806
+358,974
+47% +$7.6M 0.46% 92
2014
Q4 		$16.5M Buy
761,832
+1,139
+0.1% +$23.9K 0.33% 115
2014
Q3 		$15.5M Buy
760,693
+56,615
+8% +$1.14M 0.33% 108
2014
Q2 		$14.1M Sell
704,078
-341
-0% -$6.64K 0.29% 130
2014
Q1 		$13.8M Sell
704,419
-497,807
-41% -$9.5M 0.3% 123
2013
Q4 		$23.1M Buy
1,202,226
+519,991
+76% +$9.56M 0.5% 84
2013
Q3 		$11.9M Buy
682,235
+262,004
+62% +$4.65M 0.29% 124
2013
Q2 		$7.19M Buy
+420,231
New +$7.05M 0.22% 124

Other funds holding XLF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Foresters Investment Management's XLF Position: Q4 2018 in Review

Foresters Investment Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2018, closing a stake of 381,325 shares — an estimated $10.5M sold.

Foresters Investment Management first reported a position in XLF in Q2 2013 and held it in 22 quarters. The position peaked at $50.2M in Q4 2015. 1,023 funds tracked by Wall St. Rank hold XLF as of Q4 2018.

  • Foresters Investment Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2018 after selling out during the quarter.
  • Foresters Investment Management sold 381,325 State Street Financial Select Sector SPDR ETF shares in Q4 2018, an estimated $10.5M.
  • Foresters Investment Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and held it in 22 quarters.
  • Foresters Investment Management's State Street Financial Select Sector SPDR ETF position peaked at $50.2M in Q4 2015.
  • 1,023 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2018.

Based on Foresters Investment Management's 13F filing for Q4 2018, filed 14 Feb 2019.