Piershale Financial Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Piershale Financial Group’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 Q1	–	Sell	-520,093	Closed	-$14.5M	–	31
2017 Q4	$14.5M	Buy	+520,093	New	+$14M	7.47%	9
2017 Q3	–	Sell	-358,677	Closed	-$8.51M	–	34
2017 Q2	$8.51M	Hold	358,677	–	–	5.47%	9
2017 Q1	$8.51M	Sell	358,677 -30,099	-8%	-$721K	5.47%	9
2016 Q4	$9.04M	Buy	+388,776	New	+$8.34M	5.54%	9
2016 Q1	–	Sell	-911	Closed	-$19K	–	215
2015 Q4	$19K	Buy	+911	New	+$19.2K	0.01%	80

Other funds holding XLF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Piershale Financial Group's XLF Position: Q1 2018 in Review

Piershale Financial Group sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2018, closing a stake of 520,093 shares — an estimated $14.5M sold.

Piershale Financial Group first reported a position in XLF in Q4 2015 and held it in 5 quarters. The position peaked at $14.5M in Q4 2017. 973 funds tracked by Wall St. Rank hold XLF as of Q1 2018.

Piershale Financial Group reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2018 after selling out during the quarter.
Piershale Financial Group sold 520,093 State Street Financial Select Sector SPDR ETF shares in Q1 2018, an estimated $14.5M.
Piershale Financial Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2015 and held it in 5 quarters.
Piershale Financial Group's State Street Financial Select Sector SPDR ETF position peaked at $14.5M in Q4 2017.
973 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2018.

Based on Piershale Financial Group's 13F filing for Q1 2018, filed 27 Apr 2018.