Longfellow Investment Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Longfellow Investment 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
2018 Q1	–	Sell	-7,808	Closed	-$218K	–	89
2017 Q4	$218K	Buy	+7,808	New	+$210K	0.05%	72
2017 Q1	–	Sell	-24,538	Closed	-$571K	–	59
2016 Q4	$571K	Buy	24,538 +2,596	+12%	+$55.7K	0.23%	41
2016 Q3	$423K	Sell	21,942 -2,527	-10%	-$52.1K	0.15%	40
2016 Q2	$491K	Buy	+24,469	New	+$495K	0.17%	41

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Longfellow Investment Management's XLF Position: Q1 2018 in Review

Longfellow Investment Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2018, closing a stake of 7,808 shares — an estimated $218K sold.

Longfellow Investment Management first reported a position in XLF in Q2 2016 and held it in 4 quarters. The position peaked at $571K in Q4 2016. 972 funds tracked by Wall St. Rank hold XLF as of Q1 2018.

Longfellow Investment Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2018 after selling out during the quarter.
Longfellow Investment Management sold 7,808 State Street Financial Select Sector SPDR ETF shares in Q1 2018, an estimated $218K.
Longfellow Investment Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2016 and held it in 4 quarters.
Longfellow Investment Management's State Street Financial Select Sector SPDR ETF position peaked at $571K in Q4 2016.
972 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2018.

Based on Longfellow Investment Management's 13F filing for Q1 2018, filed 11 May 2018.