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

PagnatoKarp 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
2018 Q4	–	Sell	-9,921	Closed	-$274K	–	200
2018 Q3	$274K	Buy	9,921 +44	+0.4%	+$1.23K	0.08%	142
2018 Q2	$263K	Sell	9,877 -1,461	-13%	-$40.3K	0.08%	122
2018 Q1	$313K	Sell	11,338 -993	-8%	-$28.6K	0.13%	99
2017 Q4	$344K	Buy	+12,331	New	+$332K	0.1%	103

Other funds holding XLF

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

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

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PagnatoKarp Partners's XLF Position: Q4 2018 in Review

PagnatoKarp Partners sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2018, closing a stake of 9,921 shares — an estimated $274K sold.

PagnatoKarp Partners first reported a position in XLF in Q4 2017 and held it in 4 quarters. The position peaked at $344K in Q4 2017. 1,024 funds tracked by Wall St. Rank hold XLF as of Q4 2018.

PagnatoKarp Partners reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2018 after selling out during the quarter.
PagnatoKarp Partners sold 9,921 State Street Financial Select Sector SPDR ETF shares in Q4 2018, an estimated $274K.
PagnatoKarp Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2017 and held it in 4 quarters.
PagnatoKarp Partners's State Street Financial Select Sector SPDR ETF position peaked at $344K in Q4 2017.
1,024 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2018.

Based on PagnatoKarp Partners's 13F filing for Q4 2018, filed 8 Feb 2019.