Nachman Norwood & Parrott’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Nachman Norwood & Parrott’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 Q4	–	Sell	-823	Closed	-$20K	–	1060
2020 Q3	$20K	Buy	+823	New	+$20K	﹤0.01%	625

Other funds holding XLF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

Nachman Norwood & Parrott's XLF Position: Q4 2020 in Review

Nachman Norwood & Parrott sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2020, closing a stake of 823 shares — an estimated $20K sold.

Nachman Norwood & Parrott first reported a position in XLF in Q3 2020 and held it in 1 quarter. The position peaked at $20K in Q3 2020. 1,116 funds tracked by Wall St. Rank hold XLF as of Q4 2020.

Nachman Norwood & Parrott reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2020 after selling out during the quarter.
Nachman Norwood & Parrott sold 823 State Street Financial Select Sector SPDR ETF shares in Q4 2020, an estimated $20K.
Nachman Norwood & Parrott first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2020 and held it in 1 quarter.
Nachman Norwood & Parrott's State Street Financial Select Sector SPDR ETF position peaked at $20K in Q3 2020.
1,116 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2020.

Based on Nachman Norwood & Parrott's 13F filing for Q4 2020, filed 19 Jan 2021.