RKL Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

RKL Wealth Management’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
2016 Q1	–	Sell	-13,972	Closed	-$292	–	65
2015 Q4	$292	Sell	13,972 -7,210	-34%	-$152K	0.14%	47
2015 Q3	$421K	Sell	21,182 -21,257	-50%	-$451K	0.27%	37
2015 Q2	$908K	Sell	42,439 -36,208	-46%	-$782K	0.54%	33
2015 Q1	$1.67M	Sell	78,647 -49,433	-39%	-$1.05M	1.01%	29
2014 Q4	$2.78M	Sell	128,080 -3,537	-3%	-$74.1K	1.81%	25
2014 Q3	$2.68M	Sell	131,617 -9,876	-7%	-$199K	1.87%	25
2014 Q2	$2.83M	Sell	141,493 -17,851	-11%	-$348K	2.07%	22
2014 Q1	$3.13M	Buy	+159,344	New	+$3.04M	2.36%	18

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

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

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

Citigroup New York $235B AUM 32.99% 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

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

Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

RKL Wealth Management's XLF Position: Q1 2016 in Review

RKL Wealth Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2016, closing a stake of 13,972 shares — an estimated $292 sold.

RKL Wealth Management first reported a position in XLF in Q1 2014 and held it in 8 quarters. The position peaked at $3.13M in Q1 2014. 575 funds tracked by Wall St. Rank hold XLF as of Q1 2016.

RKL Wealth Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2016 after selling out during the quarter.
RKL Wealth Management sold 13,972 State Street Financial Select Sector SPDR ETF shares in Q1 2016, an estimated $292.
RKL Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2014 and held it in 8 quarters.
RKL Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $3.13M in Q1 2014.
575 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2016.

Based on RKL Wealth Management's 13F filing for Q1 2016, filed 26 Apr 2016.