Franklin, Parlapiano, Turner & Welch’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Franklin, Parlapiano, Turner & Welch’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
2017 Q2	–	Sell	-3,934	Closed	-$93K	–	115
2017 Q1	$93K	Hold	3,934	–	–	0.04%	62
2016 Q4	$91K	Hold	3,934	–	–	0.05%	65
2016 Q3	$76K	Sell	3,934 -547	-12%	-$11.3K	0.04%	63
2016 Q2	$90K	Hold	4,481	–	–	0.05%	57
2016 Q1	$89K	Hold	4,481	–	–	0.05%	59
2015 Q4	$94K	Buy	+4,481	New	+$94.4K	0.06%	60

Other funds holding XLF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin, Parlapiano, Turner & Welch's XLF Position: Q2 2017 in Review

Franklin, Parlapiano, Turner & Welch sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2017, closing a stake of 3,934 shares — an estimated $93K sold.

Franklin, Parlapiano, Turner & Welch first reported a position in XLF in Q4 2015 and held it in 6 quarters. The position peaked at $94K in Q4 2015. 801 funds tracked by Wall St. Rank hold XLF as of Q2 2017.

Franklin, Parlapiano, Turner & Welch reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2017 after selling out during the quarter.
Franklin, Parlapiano, Turner & Welch sold 3,934 State Street Financial Select Sector SPDR ETF shares in Q2 2017, an estimated $93K.
Franklin, Parlapiano, Turner & Welch first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2015 and held it in 6 quarters.
Franklin, Parlapiano, Turner & Welch's State Street Financial Select Sector SPDR ETF position peaked at $94K in Q4 2015.
801 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2017.

Based on Franklin, Parlapiano, Turner & Welch's 13F filing for Q2 2017, filed 17 Jul 2017.