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Founders Bank & Trust’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Founders Bank & Trust’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
2014
Q1 		– Sell
-164
Closed -$3K – 391
2013
Q4 		$3K Sell
164
-705
-81% -$13K ﹤0.01% 368
2013
Q3 		$15K Buy
+869
New +$15.4K 0.01% 245

Other funds holding XLF

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EA
Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Founders Bank & Trust's XLF Position: Q1 2014 in Review

Founders Bank & Trust sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2014, closing a stake of 164 shares — an estimated $3K sold.

Founders Bank & Trust first reported a position in XLF in Q3 2013 and held it in 2 quarters. The position peaked at $15K in Q3 2013. 540 funds tracked by Wall St. Rank hold XLF as of Q1 2014.

  • Founders Bank & Trust reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2014 after selling out during the quarter.
  • Founders Bank & Trust sold 164 State Street Financial Select Sector SPDR ETF shares in Q1 2014, an estimated $3K.
  • Founders Bank & Trust first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2013 and held it in 2 quarters.
  • Founders Bank & Trust's State Street Financial Select Sector SPDR ETF position peaked at $15K in Q3 2013.
  • 540 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2014.

Based on Founders Bank & Trust's 13F filing for Q1 2014, filed 17 Apr 2014.