New England Private Wealth Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q3
Sell
-12,182
Closed -$243K 109
2014
Q2
$243K Sell
12,182
-915
-7% -$17.8K 0.1% 87
2014
Q1
$257K Buy
+13,097
New +$250K 0.11% 80

Other funds holding XLF

New England Private Wealth Advisors's XLF Position: Q3 2014 in Review

New England Private Wealth Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2014, closing a stake of 12,182 shares — an estimated $243K sold.

New England Private Wealth Advisors first reported a position in XLF in Q1 2014 and held it in 2 quarters. The position peaked at $257K in Q1 2014. 548 funds tracked by Wall St. Rank hold XLF as of Q3 2014.

  • New England Private Wealth Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2014 after selling out during the quarter.
  • New England Private Wealth Advisors sold 12,182 State Street Financial Select Sector SPDR ETF shares in Q3 2014, an estimated $243K.
  • New England Private Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2014 and held it in 2 quarters.
  • New England Private Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $257K in Q1 2014.
  • 548 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2014.

Based on New England Private Wealth Advisors's 13F filing for Q3 2014, filed 13 Nov 2014.