Jacobus Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Jacobus Wealth Management’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 Q1	–	Sell	-4,799	Closed	-$100K	–	283
2015 Q4	$100K	Buy	+4,799	New	+$101K	0.03%	278
2015 Q3	–	Sell	-4,799	Closed	-$103K	–	304
2015 Q2	$103K	Hold	4,799	–	–	0.03%	308
2015 Q1	$102K	Hold	4,799	–	–	0.03%	298
2014 Q4	$104K	Buy	+4,799	New	+$101K	0.03%	289

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

Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return

SGI

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

Jacobus Wealth Management's XLF Position: Q1 2016 in Review

Jacobus Wealth Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2016, closing a stake of 4,799 shares — an estimated $100K sold.

Jacobus Wealth Management first reported a position in XLF in Q4 2014 and held it in 4 quarters. The position peaked at $104K in Q4 2014. 575 funds tracked by Wall St. Rank hold XLF as of Q1 2016.

Jacobus Wealth Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2016 after selling out during the quarter.
Jacobus Wealth Management sold 4,799 State Street Financial Select Sector SPDR ETF shares in Q1 2016, an estimated $100K.
Jacobus Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2014 and held it in 4 quarters.
Jacobus Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $104K in Q4 2014.
575 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2016.

Based on Jacobus Wealth Management's 13F filing for Q1 2016, filed 23 May 2016.