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Harfst & Associates’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Harfst & Associates’s Portfolio XLK Stock Details XLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-240
Closed -$6K – 218
2017
Q2 		$6K Hold
240
– – ﹤0.01% 208
2017
Q1 		$6K Buy
+240
New +$6.19K ﹤0.01% 250
2016
Q1 		– Sell
-240
Closed -$5K – 252
2015
Q4 		$5K Buy
+240
New +$5.17K ﹤0.01% 263

Other funds holding XLK

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

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

Harfst & Associates sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q3 2017, closing a stake of 240 shares — an estimated $6K sold.

Harfst & Associates first reported a position in XLK in Q4 2015 and held it in 3 quarters. The position peaked at $6K in Q2 2017. 716 funds tracked by Wall St. Rank hold XLK as of Q3 2017.

  • Harfst & Associates reported no remaining State Street Technology Select Sector SPDR ETF position as of Q3 2017 after selling out during the quarter.
  • Harfst & Associates sold 240 State Street Technology Select Sector SPDR ETF shares in Q3 2017, an estimated $6K.
  • Harfst & Associates first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2015 and held it in 3 quarters.
  • Harfst & Associates's State Street Technology Select Sector SPDR ETF position peaked at $6K in Q2 2017.
  • 716 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2017.

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