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

McKinley Capital 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
2017 Q4	–	Sell	-443	Closed	-$11K	–	369
2017 Q3	$11K	Hold	443	–	–	﹤0.01%	335
2017 Q2	$11K	Hold	443	–	–	﹤0.01%	444
2017 Q1	$11K	Hold	443	–	–	﹤0.01%	483
2016 Q4	$10K	Hold	443	–	–	﹤0.01%	470
2016 Q3	$9K	Buy	+443	New	+$9.14K	﹤0.01%	495

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

McKinley Capital Management's XLF Position: Q4 2017 in Review

McKinley Capital Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2017, closing a stake of 443 shares — an estimated $11K sold.

McKinley Capital Management first reported a position in XLF in Q3 2016 and held it in 5 quarters. The position peaked at $11K in Q3 2017. 960 funds tracked by Wall St. Rank hold XLF as of Q4 2017.

McKinley Capital Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2017 after selling out during the quarter.
McKinley Capital Management sold 443 State Street Financial Select Sector SPDR ETF shares in Q4 2017, an estimated $11K.
McKinley Capital Management first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2016 and held it in 5 quarters.
McKinley Capital Management's State Street Financial Select Sector SPDR ETF position peaked at $11K in Q3 2017.
960 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2017.

Based on McKinley Capital Management's 13F filing for Q4 2017, filed 8 Feb 2018.