Investors Capital Advisory Services’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Investors Capital Advisory Services’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
2016 Q2	$1.13M	Sell	56,281 -4,407	-7%	-$89.2K	0.22%	128
2016 Q1	$1.2M	Sell	60,688 -3,427	-5%	-$65.3K	0.24%	116
2015 Q4	$1.34M	Buy	64,115 +12,013	+23%	+$253K	0.26%	90
2015 Q3	$1.04M	Sell	52,102 -2,431	-4%	-$51.5K	0.21%	124
2015 Q2	$1.17M	Buy	54,533 +5,421	+11%	+$117K	0.21%	128
2015 Q1	$1.04M	Sell	49,112 -194	-0.4%	-$4.11K	0.19%	148
2014 Q4	$1.07M	Buy	49,306 +9,542	+24%	+$200K	0.2%	136
2014 Q3	$808K	Sell	39,764 -3,828	-9%	-$77.3K	0.16%	188
2014 Q2	$870K	Buy	43,592 +5,116	+13%	+$99.7K	0.14%	227
2014 Q1	$754K	Buy	38,476 +7,050	+22%	+$135K	0.16%	188
2013 Q4	$603K	Buy	31,426 +10,007	+47%	+$184K	0.14%	217
2013 Q3	$374K	Buy	21,419 +1,919	+10%	+$34K	0.1%	302
2013 Q2	$332K	Buy	+19,500	New	+$327K	0.1%	285

Other funds holding XLF

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

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Investors Capital Advisory Services's XLF Position: Q2 2016 in Review

Investors Capital Advisory Services reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 7.3% in Q2 2016, selling an estimated $89.2K and leaving 56,281 shares worth $1.13M. The position accounts for 0.22% of the portfolio, ranked #128.

Investors Capital Advisory Services first reported a position in XLF in Q2 2013 and has held it in 13 quarters since. The position peaked at $1.34M in Q4 2015. 573 funds tracked by Wall St. Rank hold XLF as of Q2 2016.

Investors Capital Advisory Services held 56,281 shares of State Street Financial Select Sector SPDR ETF worth $1.13M as of Q2 2016.
Investors Capital Advisory Services sold 4,407 State Street Financial Select Sector SPDR ETF shares in Q2 2016, an estimated $89.2K.
State Street Financial Select Sector SPDR ETF made up 0.22% of Investors Capital Advisory Services's portfolio in Q2 2016, its #128 holding.
Investors Capital Advisory Services first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and has held it in 13 quarters since.
Investors Capital Advisory Services's State Street Financial Select Sector SPDR ETF position peaked at $1.34M in Q4 2015.
573 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.