Riverstone Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Riverstone Advisors’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
2020 Q1	–	Sell	-25,984	Closed	-$800K	–	44
2019 Q4	$800K	Buy	25,984 +3	+0%	+$88	0.6%	25
2019 Q3	$727K	Sell	25,981 -186	-0.7%	-$5.13K	0.56%	26
2019 Q2	$722K	Sell	26,167 -3,443	-12%	-$93.2K	0.56%	27
2019 Q1	$761K	Sell	29,610 -7,500	-20%	-$194K	0.64%	26
2018 Q4	$884K	Buy	+37,110	New	+$964K	0.88%	22

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

Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

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

Riverstone Advisors's XLF Position: Q1 2020 in Review

Riverstone Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2020, closing a stake of 25,984 shares — an estimated $800K sold.

Riverstone Advisors first reported a position in XLF in Q4 2018 and held it in 5 quarters. The position peaked at $884K in Q4 2018. 972 funds tracked by Wall St. Rank hold XLF as of Q1 2020.

Riverstone Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
Riverstone Advisors sold 25,984 State Street Financial Select Sector SPDR ETF shares in Q1 2020, an estimated $800K.
Riverstone Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and held it in 5 quarters.
Riverstone Advisors's State Street Financial Select Sector SPDR ETF position peaked at $884K in Q4 2018.
972 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2020.

Based on Riverstone Advisors's 13F filing for Q1 2020, filed 29 Apr 2020.