McAdams Wright Ragen’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

McAdams Wright Ragen’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
2014 Q2	–	Sell	-10,722	Closed	-$210K	–	411
2014 Q1	$210K	Buy	+10,722	New	+$205K	0.01%	341

Other funds holding XLF

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

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

McAdams Wright Ragen's XLF Position: Q2 2014 in Review

McAdams Wright Ragen sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2014, closing a stake of 10,722 shares — an estimated $210K sold.

McAdams Wright Ragen first reported a position in XLF in Q1 2014 and held it in 1 quarter. The position peaked at $210K in Q1 2014. 515 funds tracked by Wall St. Rank hold XLF as of Q2 2014.

McAdams Wright Ragen reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2014 after selling out during the quarter.
McAdams Wright Ragen sold 10,722 State Street Financial Select Sector SPDR ETF shares in Q2 2014, an estimated $210K.
McAdams Wright Ragen first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2014 and held it in 1 quarter.
McAdams Wright Ragen's State Street Financial Select Sector SPDR ETF position peaked at $210K in Q1 2014.
515 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2014.

Based on McAdams Wright Ragen's 13F filing for Q2 2014, filed 8 Aug 2014.