Kavar Capital Partners Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Kavar Capital Partners Group’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 Q3	–	Sell	-525	Closed	-$14K	–	465
2019 Q2	$14K	Buy	+525	New	+$14.2K	0.01%	336
2018 Q3	–	Sell	-550	Closed	-$15K	–	394
2018 Q2	$15K	Buy	550 +175	+47%	+$4.83K	0.01%	288
2018 Q1	$10K	Buy	+375	New	+$10.8K	0.01%	320
2016 Q1	–	Sell	-1,598	Closed	-$33K	–	405
2015 Q4	$33K	Hold	1,598	–	–	0.02%	193
2015 Q3	$31K	Sell	1,598 -32	-2%	-$678	0.02%	197
2015 Q2	$34K	Buy	+1,630	New	+$35.2K	0.02%	206
2014 Q2	–	Sell	-1,566	Closed	-$30K	–	454
2014 Q1	$30K	Hold	1,566	–	–	0.02%	230
2013 Q4	$30K	Buy	+1,566	New	+$28.8K	0.03%	220

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

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

Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

Kavar Capital Partners Group's XLF Position: Q3 2019 in Review

Kavar Capital Partners Group sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2019, closing a stake of 525 shares — an estimated $14K sold.

Kavar Capital Partners Group first reported a position in XLF in Q4 2013 and held it in 8 quarters. The position peaked at $34K in Q2 2015. 987 funds tracked by Wall St. Rank hold XLF as of Q3 2019.

Kavar Capital Partners Group reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2019 after selling out during the quarter.
Kavar Capital Partners Group sold 525 State Street Financial Select Sector SPDR ETF shares in Q3 2019, an estimated $14K.
Kavar Capital Partners Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2013 and held it in 8 quarters.
Kavar Capital Partners Group's State Street Financial Select Sector SPDR ETF position peaked at $34K in Q2 2015.
987 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2019.

Based on Kavar Capital Partners Group's 13F filing for Q3 2019, filed 12 Nov 2019.