Physicians Financial Services’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Physicians Financial Services’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
2017 Q1	–	Sell	-341	Closed	-$8K	–	267
2016 Q4	$8K	Sell	341 -2	-0.6%	-$43	0.01%	248
2016 Q3	$6K	Sell	343 -45	-12%	-$928	0.01%	258
2016 Q2	$8K	Buy	388 +2	+0.5%	+$40	0.01%	241
2016 Q1	$8K	Buy	386 +1	+0.3%	+$19	0.01%	233
2015 Q4	$8K	Buy	+385	New	+$8.11K	0.01%	243

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Physicians Financial Services's XLF Position: Q1 2017 in Review

Physicians Financial Services sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2017, closing a stake of 341 shares — an estimated $8K sold.

Physicians Financial Services first reported a position in XLF in Q4 2015 and held it in 5 quarters. The position peaked at $8K in Q4 2016. 804 funds tracked by Wall St. Rank hold XLF as of Q1 2017.

Physicians Financial Services reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2017 after selling out during the quarter.
Physicians Financial Services sold 341 State Street Financial Select Sector SPDR ETF shares in Q1 2017, an estimated $8K.
Physicians Financial Services first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2015 and held it in 5 quarters.
Physicians Financial Services's State Street Financial Select Sector SPDR ETF position peaked at $8K in Q4 2016.
804 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2017.

Based on Physicians Financial Services's 13F filing for Q1 2017, filed 26 Apr 2017.