New Potomac Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

New Potomac Partners’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
2019 Q3	–	Sell	-100	Closed	-$3K	–	140
2019 Q2	$3K	Hold	100	–	–	﹤0.01%	135
2019 Q1	$3K	Sell	100 -2,550	-96%	-$65.8K	﹤0.01%	135
2018 Q4	$63K	Sell	2,650 -915	-26%	-$23.8K	0.07%	96
2018 Q3	$98K	Sell	3,565 -200	-5%	-$5.6K	0.09%	81
2018 Q2	$100K	Buy	3,765 +440	+13%	+$12.1K	0.1%	79
2018 Q1	$92K	Sell	3,325 -50	-1%	-$1.44K	0.09%	82
2017 Q4	$94K	Buy	+3,375	New	+$90.8K	0.09%	80

Other funds holding XLF

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

New Potomac Partners's XLF Position: Q3 2019 in Review

New Potomac Partners sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2019, closing a stake of 100 shares — an estimated $3K sold.

New Potomac Partners first reported a position in XLF in Q4 2017 and held it in 7 quarters. The position peaked at $100K in Q2 2018. 988 funds tracked by Wall St. Rank hold XLF as of Q3 2019.

New Potomac Partners reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2019 after selling out during the quarter.
New Potomac Partners sold 100 State Street Financial Select Sector SPDR ETF shares in Q3 2019, an estimated $3K.
New Potomac Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2017 and held it in 7 quarters.
New Potomac Partners's State Street Financial Select Sector SPDR ETF position peaked at $100K in Q2 2018.
988 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2019.

Based on New Potomac Partners's 13F filing for Q3 2019, filed 21 Oct 2019.