Kingfisher Capital’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Kingfisher Capital’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	-8,900	Closed	-$212K	–	135
2018 Q4	$212K	Sell	8,900 -879	-9%	-$22.8K	0.15%	120
2018 Q3	$270K	Buy	+9,779	New	+$274K	0.15%	117
2018 Q2	–	Sell	-7,959	Closed	-$219K	–	139
2018 Q1	$219K	Buy	7,959 +627	+9%	+$18.1K	0.14%	120
2017 Q4	$205K	Buy	+7,332	New	+$197K	0.13%	123
2017 Q1	–	Sell	-33,325	Closed	-$775K	–	123
2016 Q4	$775K	Sell	33,325 -19,665	-37%	-$422K	0.58%	69
2016 Q3	$1.02M	Buy	+52,990	New	+$1.09M	0.71%	67
2016 Q1	–	Sell	-46,002	Closed	-$962K	–	255
2015 Q4	$962K	Sell	46,002 -7,443	-14%	-$157K	0.57%	80
2015 Q3	$1.06M	Sell	53,445 -684	-1%	-$14.5K	0.67%	71
2015 Q2	$1.16M	Buy	54,129 +1,063	+2%	+$22.9K	0.67%	73
2015 Q1	$1.12M	Sell	53,066 -53,142	-50%	-$1.12M	0.58%	81
2014 Q4	$2.31M	Buy	106,208 +22,186	+26%	+$465K	1.18%	19
2014 Q3	$1.71M	Buy	+84,022	New	+$1.7M	0.92%	33
2014 Q1	–	Sell	-76,797	Closed	-$1.47M	–	169
2013 Q4	$1.47M	Buy	+76,797	New	+$1.41M	0.79%	48
2013 Q3	–	Sell	-137,255	Closed	-$2.34M	–	144
2013 Q2	$2.34M	Buy	+137,255	New	+$2.3M	1.28%	16

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

Kingfisher Capital's XLF Position: Q1 2019 in Review

Kingfisher Capital sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2019, closing a stake of 8,900 shares — an estimated $212K sold.

Kingfisher Capital first reported a position in XLF in Q2 2013 and held it in 14 quarters. The position peaked at $2.34M in Q2 2013. 983 funds tracked by Wall St. Rank hold XLF as of Q1 2019.

Kingfisher Capital reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2019 after selling out during the quarter.
Kingfisher Capital sold 8,900 State Street Financial Select Sector SPDR ETF shares in Q1 2019, an estimated $212K.
Kingfisher Capital first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and held it in 14 quarters.
Kingfisher Capital's State Street Financial Select Sector SPDR ETF position peaked at $2.34M in Q2 2013.
983 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2019.

Based on Kingfisher Capital's 13F filing for Q1 2019, filed 15 May 2019.