Mountain Pacific Investment Advisers’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Mountain Pacific Investment Advisers’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
2020 Q3	–	Sell	-12,500	Closed	-$289K	–	129
2020 Q2	$289K	Hold	12,500	–	–	0.03%	112
2020 Q1	$260K	Sell	12,500 -1,805	-13%	-$49.7K	0.03%	108
2019 Q4	$440K	Sell	14,305 -200	-1%	-$5.87K	0.04%	100
2019 Q3	$406K	Hold	14,505	–	–	0.04%	99
2019 Q2	$400K	Buy	14,505 +205	+1%	+$5.55K	0.04%	97
2019 Q1	$368K	Hold	14,300	–	–	0.04%	98
2018 Q4	$341K	Hold	14,300	–	–	0.04%	93
2018 Q3	$394K	Hold	14,300	–	–	0.04%	98
2018 Q2	$380K	Sell	14,300 -1,100	-7%	-$30.3K	0.04%	96
2018 Q1	$425K	Buy	+15,400	New	+$443K	0.04%	89

Other funds holding XLF

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Mountain Pacific Investment Advisers's XLF Position: Q3 2020 in Review

Mountain Pacific Investment Advisers sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2020, closing a stake of 12,500 shares — an estimated $289K sold.

Mountain Pacific Investment Advisers first reported a position in XLF in Q1 2018 and held it in 10 quarters. The position peaked at $440K in Q4 2019. 970 funds tracked by Wall St. Rank hold XLF as of Q3 2020.

Mountain Pacific Investment Advisers reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2020 after selling out during the quarter.
Mountain Pacific Investment Advisers sold 12,500 State Street Financial Select Sector SPDR ETF shares in Q3 2020, an estimated $289K.
Mountain Pacific Investment Advisers first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2018 and held it in 10 quarters.
Mountain Pacific Investment Advisers's State Street Financial Select Sector SPDR ETF position peaked at $440K in Q4 2019.
970 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2020.

Based on Mountain Pacific Investment Advisers's 13F filing for Q3 2020, filed 13 Oct 2020.