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Harfst & Associates’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Harfst & Associates’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
Q3 		– Sell
-2,230
Closed -$55K – 217
2017
Q2 		$55K Hold
2,230
– – 0.02% 140
2017
Q1 		$52K Buy
+2,230
New +$53.4K 0.02% 148

Other funds holding XLF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
QIM
Quantitative Investment Management Charlottesville, Virginia $917M AUM 3.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Harfst & Associates's XLF Position: Q3 2017 in Review

Harfst & Associates sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2017, closing a stake of 2,230 shares — an estimated $55K sold.

Harfst & Associates first reported a position in XLF in Q1 2017 and held it in 2 quarters. The position peaked at $55K in Q2 2017. 815 funds tracked by Wall St. Rank hold XLF as of Q3 2017.

  • Harfst & Associates reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2017 after selling out during the quarter.
  • Harfst & Associates sold 2,230 State Street Financial Select Sector SPDR ETF shares in Q3 2017, an estimated $55K.
  • Harfst & Associates first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2017 and held it in 2 quarters.
  • Harfst & Associates's State Street Financial Select Sector SPDR ETF position peaked at $55K in Q2 2017.
  • 815 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2017.

Based on Harfst & Associates's 13F filing for Q3 2017, filed 7 Nov 2017.