JOYN Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

JOYN Advisors’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
2019 Q1	–	Sell	-1,775	Closed	-$42K	–	1445
2018 Q4	$42K	Hold	1,775	–	–	0.01%	407
2018 Q3	$49K	Buy	1,775 +907	+104%	+$25.4K	0.01%	395
2018 Q2	$23K	Sell	868 -750	-46%	-$20.7K	﹤0.01%	633
2018 Q1	$45K	Buy	+1,618	New	+$46.6K	0.01%	487

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

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

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

Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

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

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

SGI

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

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

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

JOYN Advisors's XLF Position: Q1 2019 in Review

JOYN Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2019, closing a stake of 1,775 shares — an estimated $42K sold.

JOYN Advisors first reported a position in XLF in Q1 2018 and held it in 4 quarters. The position peaked at $49K in Q3 2018. 983 funds tracked by Wall St. Rank hold XLF as of Q1 2019.

JOYN Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 1,775 State Street Financial Select Sector SPDR ETF shares in Q1 2019, an estimated $42K.
JOYN Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2018 and held it in 4 quarters.
JOYN Advisors's State Street Financial Select Sector SPDR ETF position peaked at $49K in Q3 2018.
983 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.