Neuburgh Advisers’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Neuburgh 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
2018 Q4	–	Sell	-2,380	Closed	-$66K	–	934
2018 Q3	$66K	Hold	2,380	–	–	﹤0.01%	841
2018 Q2	$63K	Buy	+2,380	New	+$65.6K	﹤0.01%	833
2017 Q4	–	Sell	-519,180	Closed	-$13.4M	–	898
2017 Q3	$13.4M	Sell	519,180 -83,266	-14%	-$2.08M	0.5%	53
2017 Q2	$14.9M	Buy	602,446 +159,936	+36%	+$3.8M	0.56%	45
2017 Q1	$10.5M	Buy	+442,510	New	+$10.6M	0.42%	54

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Neuburgh Advisers's XLF Position: Q4 2018 in Review

Neuburgh Advisers sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2018, closing a stake of 2,380 shares — an estimated $66K sold.

Neuburgh Advisers first reported a position in XLF in Q1 2017 and held it in 5 quarters. The position peaked at $14.9M in Q2 2017. 1,023 funds tracked by Wall St. Rank hold XLF as of Q4 2018.

Neuburgh Advisers reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2018 after selling out during the quarter.
Neuburgh Advisers sold 2,380 State Street Financial Select Sector SPDR ETF shares in Q4 2018, an estimated $66K.
Neuburgh Advisers first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2017 and held it in 5 quarters.
Neuburgh Advisers's State Street Financial Select Sector SPDR ETF position peaked at $14.9M in Q2 2017.
1,023 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2018.

Based on Neuburgh Advisers's 13F filing for Q4 2018, filed 13 Feb 2019.