Gerstein Fisher’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Gerstein Fisher’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 Q2	–	Sell	-12,108	Closed	-$237K	–	355
2014 Q1	$237K	Sell	12,108 -11,880	-50%	-$227K	0.05%	287
2013 Q4	$460K	Buy	23,988 +11,119	+86%	+$205K	0.02%	409
2013 Q3	$225K	Sell	12,869 -1,807	-12%	-$32K	0.05%	324
2013 Q2	$251K	Buy	+14,676	New	+$246K	0.06%	264

Other funds holding XLF

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Gerstein Fisher's XLF Position: Q2 2014 in Review

Gerstein Fisher sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2014, closing a stake of 12,108 shares — an estimated $237K sold.

Gerstein Fisher first reported a position in XLF in Q2 2013 and held it in 4 quarters. The position peaked at $460K in Q4 2013. 515 funds tracked by Wall St. Rank hold XLF as of Q2 2014.

Gerstein Fisher reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2014 after selling out during the quarter.
Gerstein Fisher sold 12,108 State Street Financial Select Sector SPDR ETF shares in Q2 2014, an estimated $237K.
Gerstein Fisher first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and held it in 4 quarters.
Gerstein Fisher's State Street Financial Select Sector SPDR ETF position peaked at $460K in Q4 2013.
515 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2014.

Based on Gerstein Fisher's 13F filing for Q2 2014, filed 14 Aug 2014.