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Founders Bank & Trust’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Founders Bank & Trust’s Portfolio XLV Stock Details XLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-312
Closed -$16K – 414
2013
Q3 		$16K Buy
+312
New +$15.7K 0.01% 240

Other funds holding XLV

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EA
Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Founders Bank & Trust's XLV Position: Q4 2013 in Review

Founders Bank & Trust sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2013, closing a stake of 312 shares — an estimated $16K sold.

Founders Bank & Trust first reported a position in XLV in Q3 2013 and held it in 1 quarter. The position peaked at $16K in Q3 2013. 390 funds tracked by Wall St. Rank hold XLV as of Q4 2013.

  • Founders Bank & Trust reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2013 after selling out during the quarter.
  • Founders Bank & Trust sold 312 State Street Health Care Select Sector SPDR ETF shares in Q4 2013, an estimated $16K.
  • Founders Bank & Trust first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2013 and held it in 1 quarter.
  • Founders Bank & Trust's State Street Health Care Select Sector SPDR ETF position peaked at $16K in Q3 2013.
  • 390 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2013.

Based on Founders Bank & Trust's 13F filing for Q4 2013, filed 13 Feb 2014.