Patten Group’s Financial Services Select Sector SPDR Fund XLFS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
Sell
-962
Closed -$29.3K 652
2016
Q3
$29.3K Hold
962
0.01% 375
2016
Q2
$27.6K Sell
962
-60
-6% -$1.76K 0.01% 367
2016
Q1
$29K Hold
1,022
0.01% 368
2015
Q4
$31.6K Buy
+1,022
New +$31.8K 0.02% 359

Patten Group's XLFS Position: Q4 2016 in Review

Patten Group sold out of Financial Services Select Sector SPDR Fund (XLFS) in Q4 2016, closing a stake of 962 shares — an estimated $29.3K sold.

Patten Group first reported a position in XLFS in Q4 2015 and held it in 4 quarters. The position peaked at $31.6K in Q4 2015. 0 funds tracked by Wall St. Rank hold XLFS as of Q4 2016.

  • Patten Group reported no remaining Financial Services Select Sector SPDR Fund position as of Q4 2016 after selling out during the quarter.
  • Patten Group sold 962 Financial Services Select Sector SPDR Fund shares in Q4 2016, an estimated $29.3K.
  • Patten Group first reported a position in Financial Services Select Sector SPDR Fund in Q4 2015 and held it in 4 quarters.
  • Patten Group's Financial Services Select Sector SPDR Fund position peaked at $31.6K in Q4 2015.
  • 0 funds tracked by Wall St. Rank held Financial Services Select Sector SPDR Fund as of Q4 2016.

Based on Patten Group's 13F filing for Q4 2016, filed 10 Feb 2017.