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Kovitz Investment Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Kovitz Investment 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
2015
Q1 		– Sell
-10,159
Closed -$221K – 118
2014
Q4 		$221K Sell
10,159
-317
-3% -$6.64K 0.01% 107
2014
Q3 		$213K Hold
10,476
– – 0.01% 102
2014
Q2 		$209K Buy
+10,476
New +$204K 0.01% 105

Other funds holding XLF

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Kovitz Investment Group's XLF Position: Q1 2015 in Review

Kovitz Investment Group sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2015, closing a stake of 10,159 shares — an estimated $221K sold.

Kovitz Investment Group first reported a position in XLF in Q2 2014 and held it in 3 quarters. The position peaked at $221K in Q4 2014. 599 funds tracked by Wall St. Rank hold XLF as of Q1 2015.

  • Kovitz Investment Group reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2015 after selling out during the quarter.
  • Kovitz Investment Group sold 10,159 State Street Financial Select Sector SPDR ETF shares in Q1 2015, an estimated $221K.
  • Kovitz Investment Group first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2014 and held it in 3 quarters.
  • Kovitz Investment Group's State Street Financial Select Sector SPDR ETF position peaked at $221K in Q4 2014.
  • 599 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2015.

Based on Kovitz Investment Group's 13F filing for Q1 2015, filed 15 May 2015.