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Mountain Capital Investment Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Mountain Capital Investment Advisors’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
-340
Closed -$9K – 440
2017
Q3 		$9K Hold
340
– – 0.01% 292
2017
Q2 		$8K Buy
+340
New +$8.07K 0.01% 331

Other funds holding XLF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CI
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

Mountain Capital Investment Advisors's XLF Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2017, closing a stake of 340 shares — an estimated $9K sold.

Mountain Capital Investment Advisors first reported a position in XLF in Q2 2017 and held it in 2 quarters. The position peaked at $9K in Q3 2017. 960 funds tracked by Wall St. Rank hold XLF as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 340 State Street Financial Select Sector SPDR ETF shares in Q4 2017, an estimated $9K.
  • Mountain Capital Investment Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's State Street Financial Select Sector SPDR ETF position peaked at $9K in Q3 2017.
  • 960 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.